WELLSPRING FINANCIAL ADVISORS, LLC

CRD #143112 SEC #801-67630 CLEVELAND, OH 216-367-0680

SEC Registered

Total AUM

$4.2B

Discretionary

$1.4B

Employees

Clients

101

Accounts

1,551

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 4, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
AVENI, ANTHONY	I	DIRECTOR	NA	Control
AVENI, ANTHONY	I	DIRECTOR	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KADLIC, JEFFREY, D	I	PRESIDENT & COO	NA	Control
KADLIC, JEFFREY, D	I	PRESIDENT & COO	NA	Control
KADLIC, JEFFREY, D	I	PRESIDENT & COO	NA	Control
KADLIC, JEFFREY, D	I	PRESIDENT & COO	NA	Control
THRANE, DONNA, LYNNE	I	SENIOR MANAGER	NA	Control
THRANE, DONNA, LYNNE	I	SENIOR MANAGER	NA	Control
THRANE, DONNA, LYNNE	I	SENIOR MANAGER	NA	Control
NOVAK, MICHAEL, T.	I	MANAGING DIRECTOR	E	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	E	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	E	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	E	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	E	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	MANAGING DIRECTOR	D	Control
NOVAK, MICHAEL, THOMAS	I	FOUNDER & CEO	D	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
HYDE, RICHARD, C.	I	DIRECTOR	B	Control
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
Staton, Jennifer	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	DIRECTOR	B
TURGEON, RICHARD, JOSEPH	I	CIO \| SENIOR MANAGING DIRECTOR	B
AMBROGIO, WILLIAM, JOSEPH	I	SR. WEALTH ADVISOR \| MANAGING DIRECTOR	A
AMBROGIO, WILLIAM, JOSEPH	I	SR. WEALTH ADVISOR \| MANAGING DIRECTOR	A
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	CHIEF COMPLIANCE OFFICER	A	Control
CAPUOZZO, LAURA, ANN	I	HEAD OF OPERATIONS \| MANAGING DIRECTOR \| CCO	A	Control
DEMSEY, HEDWIG, TERESA	I	DIRECTOR	A	Control
MCLAUGHLIN, FREDERICK, DANIEL	I	SR. WEALTH ADVISOR \| MANAGING DIRECTOR	A
MCLAUGHLIN, FREDERICK, DANIEL	I	SR. WEALTH ADVISOR \| MANAGING DIRECTOR	A
Madzsar, Kathryn, E	I	SR. WEALTH ADVISOR \| MANAGING DIRECTOR	A
Madzsar, Kathryn, E	I	SR. WEALTH ADVISOR \| MANAGING DIRECTOR	A
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control
THRANE, DONNA, LYNNE	I	DIRECTOR	A	Control

Registrations

Federal

Aug 4, 2025 REGISTERED

Notice Filings (8)

CA FL LA MT NH OH SC TX

Address

5900 LANDERBROOK DRIVE
SUITE 100
CLEVELAND, OH 44125
United States

Phone: 216-367-0680