WELLSPRING ADVISORS, INC.
CRD #147861 SEC #801-120308 HILLSBORO, OR 503-714-9531
SEC Registered
Total AUM
$198.2M
Discretionary
$198.2M
Employees
8
Clients
101
Accounts
919
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $198.2M | $198.2M | $0 | 8 | 0 |
| Mar 2025 | $198.2M | $198.2M | $0 | 8 | 0 |
| Nov 2024 | $220M | $220M | $0 | 9 | 0 |
| Mar 2024 | $220M | $220M | $0 | 9 | 0 |
| Jan 2024 | $213.8M | $213.8M | $0 | 9 | 0 |
| Jul 2023 | $213.8M | $213.8M | $0 | 9 | 0 |
| Mar 2023 | $213.8M | $213.8M | $0 | 9 | 0 |
| Aug 2022 | $234.8M | $234.8M | $0 | 9 | 0 |
| Jun 2022 | $234.8M | $234.8M | $0 | 9 | 0 |
| Jan 2022 | $234.8M | $234.8M | $0 | 9 | 0 |
| Oct 2021 | $217.8M | $217.8M | $0 | 1 | 0 |
| Sep 2021 | $217.8M | $217.8M | $0 | 1 | 0 |
| Apr 2021 | $217.8M | $217.8M | $0 | 1 | 0 |
| Mar 2021 | $217.8M | $217.8M | $0 | 1 | 0 |
| Jan 2021 | $106.9M | $106.9M | $0 | 1 | 0 |
DateAug 2025
Total AUM$198.2M
Discretionary$198.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$198.2M
Discretionary$198.2M
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$234.8M
Discretionary$234.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$234.8M
Discretionary$234.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2022
Total AUM$234.8M
Discretionary$234.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees1
Clients0