Wealthspring
Wealthspring is an SEC-registered mass-market adviser in Long Beach, CA with $370.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Wealthspring: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322756, SEC 801-126563, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $370.2M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- Long Beach, CA
- Employees
- 7
- Clients
- 409
- CRD
- 322756
- Ownership
- DOUGLAS, JAY, MICHAEL; DRAYTON, LEANNE, MARIE; ATHANS, THEODORE, MICHAEL
How much AUM does Wealthspring have?
Wealthspring reported $370.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Wealthspring?
Disclosed owners and executives of Wealthspring include DOUGLAS, JAY, MICHAEL, DRAYTON, LEANNE, MARIE, ATHANS, THEODORE, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.