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WELLSPRING FINANCIAL ADVISORS, LLC
WELLSPRING FINANCIAL ADVISORS, LLC
CLEVELAND, Ohio
·
8 registered advisors
·
CRD# 143112
SEC# 801-67630
0
216-367-0680
01
Firm Overview
AUM
$3.6B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WELLSPRING FINANCIAL ADVISORS, LLC
8 registered advisors
Donna Lynne Thrane
CLEVELAND, Ohio
CRD# 4716722
Hedwig Teresa Demsey
CLEVELAND, Ohio
CRD# 4356444
Jeffrey D Kadlic
CLEVELAND, Ohio
CRD# 4780385
Jennifer Staton
CLEVELAND, Ohio
CRD# 7364283
Laura Ann Capuozzo
CLEVELAND, Ohio
CRD# 5293780
Michael Thomas Novak
CLEVELAND, Ohio
CRD# 4343549
Richard C. Hyde
CLEVELAND, Ohio
CRD# 5655386
Richard Joseph Turgeon
CLEVELAND, Ohio
CRD# 2309831
05
Office Locations
CLEVELAND, Ohio
8 advisors
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Data sourced from SEC Form ADV filings. WELLSPRING FINANCIAL ADVISORS, LLC (CRD# 143112) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.