WELLSPRING WEALTH MANAGEMENT LLC
CRD #134834 SEC #801-64350 ALPHARETTA, GA 770-410-4088
SEC Registered Disclosures
Total AUM
$498.2M
Discretionary
$498.2M
Employees
8
Clients
10
Accounts
641
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $498.2M | $498.2M | $3 | 8 | 2 |
| Oct 2024 | $439.8M | $439.8M | $3 | 9 | 2 |
| Apr 2024 | $439.8M | $439.8M | $3 | 9 | 2 |
| Mar 2024 | $439.8M | $439.8M | $3 | 9 | 2 |
| Mar 2023 | $389.5M | $389.5M | $0 | 8 | 2 |
| Jun 2022 | $407.2M | $407.2M | $16.9K | 9 | 2 |
| Apr 2022 | $407.2M | $407.2M | $16.9K | 9 | 2 |
| Mar 2022 | $407.2M | $407.2M | $16.9K | 9 | 2 |
| Sep 2021 | $357.7M | $357.7M | $16.9K | 9 | 2 |
| Mar 2021 | $357.7M | $357.7M | $16.9K | 9 | 2 |
| Mar 2021 | $357.7M | $357.7M | $16.9K | 9 | 2 |
| Oct 2020 | $344.7M | $344.6M | $16.9K | 9 | 2 |
| Jun 2020 | $344.7M | $344.6M | $16.9K | 9 | 2 |
| Jun 2020 | $344.7M | $344.6M | $16.9K | 9 | 2 |
| Mar 2020 | $344.7M | $344.6M | $16.9K | 9 | 2 |
| Mar 2019 | $282.2M | $282.1M | $105K | 10 | 0 |
| Aug 2018 | $271.2M | $271.1M | $109.5K | 6 | 0 |
| Mar 2018 | $271.2M | $271.1M | $109.5K | 6 | 0 |
| Apr 2017 | $245.3M | $245.2M | $118K | 6 | 100 |
| Feb 2017 | $117M | $116.9M | $119K | 6 | 100 |
| May 2016 | $125.6M | $125.5M | $93K | 6 | 100 |
| May 2016 | $125.6M | $125.5M | $93K | 6 | 100 |
| Mar 2016 | $125.6M | $125.5M | $93K | 19 | 100 |
| Dec 2015 | $121.5M | $121.5M | $0 | 23 | 100 |
| Apr 2015 | $135.4M | $135.4M | $0 | 26 | 100 |
| Mar 2015 | $149.7M | $149.7M | $0 | 26 | 100 |
| Dec 2014 | $150M | $150M | $0 | 27 | 100 |
| Oct 2014 | $150M | $150M | $0 | 27 | 100 |
| Jul 2014 | $133.2M | $133.2M | $0 | 29 | 100 |
| May 2014 | $133.2M | $133.2M | $0 | 29 | 100 |
| May 2014 | $133.2M | $133.2M | $0 | 29 | 100 |
| Apr 2014 | $133.2M | $133.2M | $0 | 30 | 100 |
| Mar 2014 | $133.2M | $133.2M | $0 | 30 | 100 |
| Sep 2013 | $121M | $121M | $0 | 27 | 100 |
| Apr 2013 | $121M | $121M | $0 | 30 | 100 |
| Dec 2012 | $113.4M | $112.3M | $1.1M | 28 | 26 |
| Dec 2012 | $113.4M | $112.3M | $1.1M | 28 | 26 |
| Jun 2012 | $113.4M | $112.3M | $1.1M | 11 | 26 |
| Mar 2012 | $113.4M | $112.3M | $1.1M | 11 | 26 |
| Nov 2011 | $122.7M | $120.5M | $2.2M | 11 | 26 |
| May 2011 | $122.7M | $120.5M | $2.2M | -- | -- |
| Mar 2011 | $122.7M | $120.5M | $2.2M | -- | -- |
| Dec 2010 | $112.4M | $112.4M | $0 | -- | -- |
| Sep 2010 | $112.4M | $112.4M | $0 | -- | -- |
| Jul 2010 | $112.4M | $112.4M | $0 | -- | -- |
| Apr 2009 | $82.7M | $82.7M | $0 | -- | -- |
| Mar 2009 | $122.4M | $122.4M | $0 | -- | -- |
| Feb 2009 | $122.4M | $122.4M | $0 | -- | -- |
| Jan 2008 | $181.1M | $181.1M | $0 | -- | -- |
| Oct 2007 | $181.1M | $181.1M | $0 | -- | -- |
| Sep 2007 | $181.1M | $181.1M | $0 | -- | -- |
| Apr 2007 | $58.2M | $58.2M | $0 | -- | -- |
| Mar 2007 | $58.2M | $0 | $58.2M | -- | -- |
| Mar 2007 | $58.2M | $0 | $58.2M | -- | -- |
| Sep 2005 | $68.7M | $0 | $68.7M | 5 | -- |
| May 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$498.2M
Discretionary$498.2M
Non-Disc.$3
Employees8
Clients2
DateOct 2024
Total AUM$439.8M
Discretionary$439.8M
Non-Disc.$3
Employees9
Clients2
DateApr 2024
Total AUM$439.8M
Discretionary$439.8M
Non-Disc.$3
Employees9
Clients2
DateMar 2024
Total AUM$439.8M
Discretionary$439.8M
Non-Disc.$3
Employees9
Clients2
DateMar 2023
Total AUM$389.5M
Discretionary$389.5M
Non-Disc.$0
Employees8
Clients2
DateJun 2022
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$16.9K
Employees9
Clients2
DateApr 2022
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$16.9K
Employees9
Clients2
DateMar 2022
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$16.9K
Employees9
Clients2
DateSep 2021
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$16.9K
Employees9
Clients2
DateMar 2021
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$16.9K
Employees9
Clients2
DateMar 2021
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$16.9K
Employees9
Clients2
DateOct 2020
Total AUM$344.7M
Discretionary$344.6M
Non-Disc.$16.9K
Employees9
Clients2
DateJun 2020
Total AUM$344.7M
Discretionary$344.6M
Non-Disc.$16.9K
Employees9
Clients2
DateJun 2020
Total AUM$344.7M
Discretionary$344.6M
Non-Disc.$16.9K
Employees9
Clients2
DateMar 2020
Total AUM$344.7M
Discretionary$344.6M
Non-Disc.$16.9K
Employees9
Clients2
DateMar 2019
Total AUM$282.2M
Discretionary$282.1M
Non-Disc.$105K
Employees10
Clients0
DateAug 2018
Total AUM$271.2M
Discretionary$271.1M
Non-Disc.$109.5K
Employees6
Clients0
DateMar 2018
Total AUM$271.2M
Discretionary$271.1M
Non-Disc.$109.5K
Employees6
Clients0
DateApr 2017
Total AUM$245.3M
Discretionary$245.2M
Non-Disc.$118K
Employees6
Clients100
DateFeb 2017
Total AUM$117M
Discretionary$116.9M
Non-Disc.$119K
Employees6
Clients100
DateMay 2016
Total AUM$125.6M
Discretionary$125.5M
Non-Disc.$93K
Employees6
Clients100
DateMay 2016
Total AUM$125.6M
Discretionary$125.5M
Non-Disc.$93K
Employees6
Clients100
DateMar 2016
Total AUM$125.6M
Discretionary$125.5M
Non-Disc.$93K
Employees19
Clients100
DateDec 2015
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees23
Clients100
DateApr 2015
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees26
Clients100
DateMar 2015
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees26
Clients100
DateDec 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees27
Clients100
DateOct 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees27
Clients100
DateJul 2014
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees29
Clients100
DateMay 2014
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees29
Clients100
DateMay 2014
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees29
Clients100
DateApr 2014
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees30
Clients100
DateMar 2014
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees30
Clients100
DateSep 2013
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees27
Clients100
DateApr 2013
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees30
Clients100
DateDec 2012
Total AUM$113.4M
Discretionary$112.3M
Non-Disc.$1.1M
Employees28
Clients26
DateDec 2012
Total AUM$113.4M
Discretionary$112.3M
Non-Disc.$1.1M
Employees28
Clients26
DateJun 2012
Total AUM$113.4M
Discretionary$112.3M
Non-Disc.$1.1M
Employees11
Clients26
DateMar 2012
Total AUM$113.4M
Discretionary$112.3M
Non-Disc.$1.1M
Employees11
Clients26
DateNov 2011
Total AUM$122.7M
Discretionary$120.5M
Non-Disc.$2.2M
Employees11
Clients26
DateMay 2011
Total AUM$122.7M
Discretionary$120.5M
Non-Disc.$2.2M
Employees--
Clients--
DateMar 2011
Total AUM$122.7M
Discretionary$120.5M
Non-Disc.$2.2M
Employees--
Clients--
DateDec 2010
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$181.1M
Discretionary$181.1M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$181.1M
Discretionary$181.1M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$181.1M
Discretionary$181.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$58.2M
Discretionary$0
Non-Disc.$58.2M
Employees--
Clients--
DateMar 2007
Total AUM$58.2M
Discretionary$0
Non-Disc.$58.2M
Employees--
Clients--
DateSep 2005
Total AUM$68.7M
Discretionary$0
Non-Disc.$68.7M
Employees5
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--