Wellspring Family Office
Cleveland, OH·SEC-registered · CRD #143112
Wellspring Family Office is an SEC-registered investment advisory firm in Cleveland, OH managing $5.1B across 3.2k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.1B
Client accounts
3.2k
Advisory staff
11
Fee model
Fee-based
How Wellspring Family Office is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wellspring Family Office
How much does Wellspring Family Office manage?
Per its most recent SEC Form ADV filing (06/23/2026), Wellspring Family Office reports $5.1B in regulatory assets under management across roughly 3.2k client accounts.
How does Wellspring Family Office charge?
Wellspring Family Office is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wellspring Family Office a fiduciary?
Yes. Wellspring Family Office is registered with the U.S. Securities and Exchange Commission (CRD #143112), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wellspring Family Office taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wellspring Family Office and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wellspring Family Office's public SEC Form ADV filing (CRD #143112, filed 06/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wellspring Family Office. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wellspring Family Office? Claim this profile.