INVESTMENT METRICS, LLC
Legal name: WELLSPRING FINANCIAL PARTNERS
CRD #158872 SEC #801-112630 TUCSON, AZ 520-327-1019
SEC Registered
Total AUM
$1B
Discretionary
$809.5M
Employees
10
Clients
10
Accounts
430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1B | $809.5M | $206.7M | 10 | 104 |
| Mar 2025 | $1B | $809.5M | $206.7M | 10 | 104 |
| Feb 2025 | $1B | $809.5M | $206.7M | 10 | 104 |
| Oct 2024 | $832.9M | $664M | $168.9M | 11 | 30 |
| Aug 2024 | $832.9M | $664M | $168.9M | 11 | 30 |
| Jun 2024 | $832.9M | $664M | $168.9M | 11 | 30 |
| Apr 2024 | $832.9M | $664M | $168.9M | 11 | 30 |
| Apr 2024 | $832.9M | $664M | $168.9M | 11 | 30 |
| Mar 2024 | $832.9M | $664M | $168.9M | 11 | 30 |
| Sep 2023 | $691.4M | $559.1M | $132.3M | 9 | 9 |
| Mar 2023 | $691.4M | $559.1M | $132.3M | 9 | 9 |
| Mar 2023 | $691.4M | $559.1M | $132.3M | 9 | 9 |
| Jul 2022 | $816.8M | $659.7M | $157M | 6 | 24 |
| Jun 2022 | $816.8M | $659.7M | $157M | 6 | 24 |
| Mar 2022 | $816.8M | $659.7M | $157M | 6 | 24 |
| Sep 2021 | $684.4M | $549.1M | $135.3M | 6 | 27 |
| Mar 2021 | $684.4M | $549.1M | $135.3M | 6 | 27 |
| Jul 2020 | $614.6M | $498.3M | $116.4M | 7 | 67 |
| Jul 2020 | $614.6M | $498.3M | $116.4M | 7 | 67 |
| Jul 2020 | $614.6M | $498.3M | $116.4M | 7 | 67 |
| Jun 2020 | $614.6M | $498.3M | $116.4M | 7 | 67 |
| Jun 2020 | $614.6M | $498.3M | $116.4M | 7 | 67 |
| Jun 2020 | $614.6M | $498.3M | $116.4M | 7 | 67 |
| May 2020 | $614.6M | $498.3M | $116.4M | 7 | 67 |
| Mar 2020 | $614.6M | $498.3M | $116.4M | 7 | 67 |
| Nov 2019 | $472M | $373M | $99M | 5 | 16 |
| Oct 2019 | $472M | $373M | $99M | 5 | 16 |
| Jul 2019 | $472M | $373M | $99M | 5 | 16 |
| Mar 2019 | $472M | $373M | $99M | 5 | 16 |
| Mar 2018 | $105.6M | $103.6M | $2M | 4 | 40 |
| Mar 2018 | $105.6M | $103.6M | $2M | 4 | 40 |
| Feb 2018 | $105.6M | $103.6M | $2M | 4 | 40 |
DateMay 2025
Total AUM$1B
Discretionary$809.5M
Non-Disc.$206.7M
Employees10
Clients104
DateMar 2025
Total AUM$1B
Discretionary$809.5M
Non-Disc.$206.7M
Employees10
Clients104
DateFeb 2025
Total AUM$1B
Discretionary$809.5M
Non-Disc.$206.7M
Employees10
Clients104
DateOct 2024
Total AUM$832.9M
Discretionary$664M
Non-Disc.$168.9M
Employees11
Clients30
DateAug 2024
Total AUM$832.9M
Discretionary$664M
Non-Disc.$168.9M
Employees11
Clients30
DateJun 2024
Total AUM$832.9M
Discretionary$664M
Non-Disc.$168.9M
Employees11
Clients30
DateApr 2024
Total AUM$832.9M
Discretionary$664M
Non-Disc.$168.9M
Employees11
Clients30
DateApr 2024
Total AUM$832.9M
Discretionary$664M
Non-Disc.$168.9M
Employees11
Clients30
DateMar 2024
Total AUM$832.9M
Discretionary$664M
Non-Disc.$168.9M
Employees11
Clients30
DateSep 2023
Total AUM$691.4M
Discretionary$559.1M
Non-Disc.$132.3M
Employees9
Clients9
DateMar 2023
Total AUM$691.4M
Discretionary$559.1M
Non-Disc.$132.3M
Employees9
Clients9
DateMar 2023
Total AUM$691.4M
Discretionary$559.1M
Non-Disc.$132.3M
Employees9
Clients9
DateJul 2022
Total AUM$816.8M
Discretionary$659.7M
Non-Disc.$157M
Employees6
Clients24
DateJun 2022
Total AUM$816.8M
Discretionary$659.7M
Non-Disc.$157M
Employees6
Clients24
DateMar 2022
Total AUM$816.8M
Discretionary$659.7M
Non-Disc.$157M
Employees6
Clients24
DateSep 2021
Total AUM$684.4M
Discretionary$549.1M
Non-Disc.$135.3M
Employees6
Clients27
DateMar 2021
Total AUM$684.4M
Discretionary$549.1M
Non-Disc.$135.3M
Employees6
Clients27
DateJul 2020
Total AUM$614.6M
Discretionary$498.3M
Non-Disc.$116.4M
Employees7
Clients67
DateJul 2020
Total AUM$614.6M
Discretionary$498.3M
Non-Disc.$116.4M
Employees7
Clients67
DateJul 2020
Total AUM$614.6M
Discretionary$498.3M
Non-Disc.$116.4M
Employees7
Clients67
DateJun 2020
Total AUM$614.6M
Discretionary$498.3M
Non-Disc.$116.4M
Employees7
Clients67
DateJun 2020
Total AUM$614.6M
Discretionary$498.3M
Non-Disc.$116.4M
Employees7
Clients67
DateJun 2020
Total AUM$614.6M
Discretionary$498.3M
Non-Disc.$116.4M
Employees7
Clients67
DateMay 2020
Total AUM$614.6M
Discretionary$498.3M
Non-Disc.$116.4M
Employees7
Clients67
DateMar 2020
Total AUM$614.6M
Discretionary$498.3M
Non-Disc.$116.4M
Employees7
Clients67
DateNov 2019
Total AUM$472M
Discretionary$373M
Non-Disc.$99M
Employees5
Clients16
DateOct 2019
Total AUM$472M
Discretionary$373M
Non-Disc.$99M
Employees5
Clients16
DateJul 2019
Total AUM$472M
Discretionary$373M
Non-Disc.$99M
Employees5
Clients16
DateMar 2019
Total AUM$472M
Discretionary$373M
Non-Disc.$99M
Employees5
Clients16
DateMar 2018
Total AUM$105.6M
Discretionary$103.6M
Non-Disc.$2M
Employees4
Clients40
DateMar 2018
Total AUM$105.6M
Discretionary$103.6M
Non-Disc.$2M
Employees4
Clients40
DateFeb 2018
Total AUM$105.6M
Discretionary$103.6M
Non-Disc.$2M
Employees4
Clients40