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SPRING STREET WEALTH
SPRING STREET WEALTH, LLC
CRD 338643 · SEC 801-134598
101 AVENUE OF THE AMERICAS, 9TH FLOOR OFFICE 905, NEW YORK, NY, 10013, United States
Phone
917-695-9535
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.4M
Discretionary AUM
$24.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersGENERAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $4.4M |
| High net worth individuals | 15 | $22.0M |
| Pension/profit sharing plans | 2 | $40K |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD