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Michael Thomas Novak

WELLSPRING FINANCIAL ADVISORS, LLC·CLEVELAND, Ohio
Clean record21 years registeredWELLSPRING FINANCIAL ADVISORS, LLC
5900 LANDERBROOK DRIVE, CLEVELAND, OH 44125CRD# 4343549Firm CRD# 143112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Thomas Novak · CLEVELAND, OH
Registration
CRD #4343549 · WELLSPRING FINANCIAL ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

WELLSPRING FAMILY OFFICE
May 2007 – present
CHESS FINANCIAL CORP
Jan 2005 – Feb 2007
PEPPER PIKE, OH
02

Registrations & Exams

Registration record
First registered · January 7, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WELLSPRING FINANCIAL ADVISORS, LLC
CRD 143112 · SEC 801-67630
AUM
$3.6B
Regulatory assets under management
Employees
26
1,630 client accounts
Services offered by WELLSPRING FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WELLSPRING FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Michael Thomas Novak offer?
Michael Thomas Novak specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Michael Thomas Novak's credentials?
Michael Thomas Novak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Thomas Novak located?
Michael Thomas Novak is based in CLEVELAND, Ohio, working with WELLSPRING FINANCIAL ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Michael Thomas Novak charge for services?
Michael Thomas Novak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLSPRING FINANCIAL ADVISORS, LLC?
WELLSPRING FINANCIAL ADVISORS, LLC has approximately 26 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELLSPRING FINANCIAL ADVISORS, LLC

Jennifer Staton
CLEVELAND, OH
Donna Lynne Thrane
CLEVELAND, OH
Richard Joseph Turgeon
CLEVELAND, OH

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