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WEALTHSPRING
WEALTHSPRING PARTNERS, LLC
CRD 322756 · SEC 801-126563
5000 AIRPORT PLAZA DRIVE, SUITE 245, LONG BEACH, CA, 90815, United States
Phone
562-491-4410
Fax
562-491-4411
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.2M
Discretionary AUM
$370.2M
Team
7 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $120.2M |
| High net worth individuals | 102 | $243.9M |
States served
AZ, CA, CO, ID, LA, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD