Wellspring Investing
Firm details
- Headquarters
- ,
- CRD number
- 338370
- Website
- www.wellspringinvests.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.17%
- Individuals6.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wellspring Investing is an independent, Michigan-registered LLC that serves individual and family clients. The firm is owner-operated and positions itself as a boutique advisory practice offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include both a percentage-of-assets model and fixed fees. Investment activity shows a clear preference for equities, with a focus on exchange-traded instruments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Derivatives5%
Owners & executives
1 of 1
Austin Hilliker
Managing Member And Chief Compliance OfficerCRD 8157382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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