WELLSPRING FINANCIAL ADVISORS, LLC
CRD #143112 SEC #801-67630 CLEVELAND, OH 216-367-0680
SEC Registered
Total AUM
$4.2B
Discretionary
$1.4B
Employees
37
Clients
101
Accounts
1,551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.2B | $1.4B | $2.8B | 37 | 0 |
| Mar 2025 | $4.2B | $1.4B | $2.8B | 37 | 0 |
| Sep 2024 | $3.6B | $980.7M | $2.6B | 26 | 0 |
| Mar 2024 | $3.6B | $980.7M | $2.6B | 26 | 0 |
| Jan 2024 | $2.3B | $686.8M | $1.7B | 21 | 0 |
| Apr 2023 | $2.3B | $686.8M | $1.7B | 21 | 0 |
| Mar 2023 | $2.3B | $686.8M | $1.7B | 21 | 0 |
| Mar 2023 | $2.3B | $686.8M | $1.7B | 21 | 0 |
| Dec 2022 | $2.4B | $719.6M | $1.7B | 19 | 0 |
| Mar 2022 | $2.4B | $719.6M | $1.7B | 19 | 0 |
| Jan 2022 | $1.9B | $653.1M | $1.3B | 18 | 0 |
| Jan 2022 | $1.9B | $653.1M | $1.3B | 18 | 0 |
| Apr 2021 | $1.9B | $653.1M | $1.3B | 18 | 0 |
| Mar 2021 | $1.9B | $653.1M | $1.3B | 18 | 0 |
| Jun 2020 | $1.8B | $519.8M | $1.2B | 19 | 0 |
| Mar 2020 | $1.8B | $519.8M | $1.2B | 19 | 0 |
| Jan 2020 | $1.4B | $276.7M | $1.2B | 19 | 0 |
| Dec 2019 | $1.4B | $276.7M | $1.2B | 19 | 0 |
| Apr 2019 | $1.4B | $276.7M | $1.2B | 19 | 0 |
| Mar 2019 | $1.4B | $276.7M | $1.2B | 19 | 0 |
| Dec 2018 | $1.3B | $131.3M | $1.2B | 11 | 0 |
| Mar 2018 | $1.3B | $131.3M | $1.2B | 11 | 0 |
| Mar 2017 | $1.3B | $169.5M | $1.1B | 11 | 26 |
| Mar 2016 | $1.1B | $95.4M | $975.5M | 9 | 26 |
| Dec 2015 | $1.1B | $105.3M | $1B | 9 | 26 |
| Nov 2015 | $1.1B | $105.3M | $1B | 9 | 26 |
| Mar 2015 | $1.1B | $105.3M | $1B | 9 | 26 |
| Mar 2014 | $1.1B | $98.2M | $958.7M | 9 | 26 |
| Apr 2013 | $1.2B | $189.9M | $1.1B | 9 | 26 |
| Mar 2012 | $863.6M | $160.3M | $703.3M | 6 | 26 |
| Mar 2011 | $770.6M | $134.1M | $636.5M | 10 | -- |
| Mar 2009 | $501.6M | $0 | $501.6M | 10 | -- |
| Mar 2008 | $509.2M | $0 | $509.2M | 5 | -- |
| Mar 2007 | $280.6M | $0 | $280.6M | 5 | -- |
| Feb 2007 | $280.6M | $0 | $280.6M | 5 | -- |
DateAug 2025
Total AUM$4.2B
Discretionary$1.4B
Non-Disc.$2.8B
Employees37
Clients0
DateMar 2025
Total AUM$4.2B
Discretionary$1.4B
Non-Disc.$2.8B
Employees37
Clients0
DateSep 2024
Total AUM$3.6B
Discretionary$980.7M
Non-Disc.$2.6B
Employees26
Clients0
DateMar 2024
Total AUM$3.6B
Discretionary$980.7M
Non-Disc.$2.6B
Employees26
Clients0
DateJan 2024
Total AUM$2.3B
Discretionary$686.8M
Non-Disc.$1.7B
Employees21
Clients0
DateApr 2023
Total AUM$2.3B
Discretionary$686.8M
Non-Disc.$1.7B
Employees21
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$686.8M
Non-Disc.$1.7B
Employees21
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$686.8M
Non-Disc.$1.7B
Employees21
Clients0
DateDec 2022
Total AUM$2.4B
Discretionary$719.6M
Non-Disc.$1.7B
Employees19
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$719.6M
Non-Disc.$1.7B
Employees19
Clients0
DateJan 2022
Total AUM$1.9B
Discretionary$653.1M
Non-Disc.$1.3B
Employees18
Clients0
DateJan 2022
Total AUM$1.9B
Discretionary$653.1M
Non-Disc.$1.3B
Employees18
Clients0
DateApr 2021
Total AUM$1.9B
Discretionary$653.1M
Non-Disc.$1.3B
Employees18
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$653.1M
Non-Disc.$1.3B
Employees18
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$519.8M
Non-Disc.$1.2B
Employees19
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$519.8M
Non-Disc.$1.2B
Employees19
Clients0
DateJan 2020
Total AUM$1.4B
Discretionary$276.7M
Non-Disc.$1.2B
Employees19
Clients0
DateDec 2019
Total AUM$1.4B
Discretionary$276.7M
Non-Disc.$1.2B
Employees19
Clients0
DateApr 2019
Total AUM$1.4B
Discretionary$276.7M
Non-Disc.$1.2B
Employees19
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$276.7M
Non-Disc.$1.2B
Employees19
Clients0
DateDec 2018
Total AUM$1.3B
Discretionary$131.3M
Non-Disc.$1.2B
Employees11
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$131.3M
Non-Disc.$1.2B
Employees11
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$169.5M
Non-Disc.$1.1B
Employees11
Clients26
DateMar 2016
Total AUM$1.1B
Discretionary$95.4M
Non-Disc.$975.5M
Employees9
Clients26
DateDec 2015
Total AUM$1.1B
Discretionary$105.3M
Non-Disc.$1B
Employees9
Clients26
DateNov 2015
Total AUM$1.1B
Discretionary$105.3M
Non-Disc.$1B
Employees9
Clients26
DateMar 2015
Total AUM$1.1B
Discretionary$105.3M
Non-Disc.$1B
Employees9
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$98.2M
Non-Disc.$958.7M
Employees9
Clients26
DateApr 2013
Total AUM$1.2B
Discretionary$189.9M
Non-Disc.$1.1B
Employees9
Clients26
DateMar 2012
Total AUM$863.6M
Discretionary$160.3M
Non-Disc.$703.3M
Employees6
Clients26
DateMar 2011
Total AUM$770.6M
Discretionary$134.1M
Non-Disc.$636.5M
Employees10
Clients--
DateMar 2009
Total AUM$501.6M
Discretionary$0
Non-Disc.$501.6M
Employees10
Clients--
DateMar 2008
Total AUM$509.2M
Discretionary$0
Non-Disc.$509.2M
Employees5
Clients--
DateMar 2007
Total AUM$280.6M
Discretionary$0
Non-Disc.$280.6M
Employees5
Clients--
DateFeb 2007
Total AUM$280.6M
Discretionary$0
Non-Disc.$280.6M
Employees5
Clients--