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Overview Share
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Tucson, Arizona
$614.6 million AUM
2 offices

Wellspring Financial Partners is based in Tucson, Arizona and has $614.6 million in assets under management.

Location
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
$614.6 million
AUM
7
Employees
AUM Share
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$614,618,261
Assets under management
274 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 147 $23,220,437 4% $157,962
High net worth individuals 88 $118,103,509 19% $1,342,085
Pension and profit sharing plans 39 $473,294,315 77% $12,135,752
Employees Share
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7
Employees
6
Investment analysts
86% of total employees
AUM per employee Share
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$614,618,261
Assets under management
$87,802,609
AUM per employee
$102,436,377
AUM per investment analyst
About Share
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Compensation

Wellspring Financial Partners makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Wellspring Financial Partners provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 158,872
SEC number 801-112630
Legal structure Limited Liability Company
Legal governance Arizona, United States
Latest ADV filing date May 28, 2020

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