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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCHANSKI, DEIRDRE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
| ZUMBUSCH, PATRICK, JOHN | I | OWNER, MANAGING MEMBER | E | Control |
Registrations
Federal
IA
May 21, 2025 REGISTERED
Notice Filings (13)
AZ CA CO LA MA MN NC NE TX UT VA WA WI
Address
4703 E. CAMP LOWELL DRIVESUITE 135
TUCSON, AZ 85712
United States
Phone: 520-327-1019