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Michael James Mayer

WEALTHSPRING CAPITAL LLC·WEST HARRISON, New York
Series 65Clean record2 years registeredWEALTHSPRING CAPITAL LLC
2 WESTCHESTER PARK DRIVE, WEST HARRISON, NY 10604CRD# 7418339Firm CRD# 301040

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael James Mayer · WEST HARRISON, NY
Registration
CRD #7418339 · WEALTHSPRING CAPITAL LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPRING CAPITAL LLC
Dec 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 4, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHSPRING CAPITAL LLC
CRD 301040 · SEC 801-117460
AUM
$503M
Regulatory assets under management
Employees
5
360 client accounts
Services offered by WEALTHSPRING CAPITAL LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at WEALTHSPRING CAPITAL LLC →
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05

Frequently Asked Questions

What services does Michael James Mayer offer?
Michael James Mayer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST HARRISON, New York for a consultation.
What are Michael James Mayer's credentials?
Michael James Mayer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Mayer located?
Michael James Mayer is based in WEST HARRISON, New York, working with WEALTHSPRING CAPITAL LLC. Their office serves clients in the WEST HARRISON metropolitan area and surrounding communities.
How does Michael James Mayer charge for services?
Michael James Mayer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHSPRING CAPITAL LLC?
WEALTHSPRING CAPITAL LLC has approximately 5 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew Simpson
WEST HARRISON, NY
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David Mitchel Gallers
WEST HARRISON, NY

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