Wellspring Wealth Management LLC
Wellspring Wealth Management LLC is an SEC-registered wealth manager in Alpharetta, GA with $584.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Wellspring Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134834, SEC 801-64350, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $584.8M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Alpharetta, GA
- Employees
- 8
- Clients
- 262
- CRD
- 134834
- Ownership
- THE WELLSPRING GROUP LLC; WRIGHT, DENNIS, RAY; INVESTLINC WEALTH SERVICES, LLC; THACKER, JAY, LYNN; LOUTTIT, KATHRYN, HALE
How much AUM does Wellspring Wealth Management LLC have?
Wellspring Wealth Management LLC reported $584.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Wellspring Wealth Management LLC?
Disclosed owners and executives of Wellspring Wealth Management LLC include THE WELLSPRING GROUP LLC, WRIGHT, DENNIS, RAY, INVESTLINC WEALTH SERVICES, LLC, THACKER, JAY, LYNN, LOUTTIT, KATHRYN, HALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.