WEALTHSPRING PARTNERS, LLC
Legal name: WEALTHSPRING
CRD #322756 SEC #801-126563 LONG BEACH, CA 562-491-4410
SEC Registered
Total AUM
$332.7M
Discretionary
$332.7M
Employees
7
Clients
51
Accounts
929
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $332.7M | $332.7M | $0 | 7 | 2 |
| Mar 2025 | $332.7M | $332.7M | $0 | 7 | 2 |
| Oct 2024 | $300.1M | $300.1M | $0 | 7 | 5 |
| Mar 2024 | $300.1M | $300.1M | $0 | 8 | 5 |
| Aug 2023 | $263.9M | $263.9M | $0 | 8 | 5 |
| Mar 2023 | $263.9M | $263.9M | $0 | 8 | 5 |
| Jan 2023 | $252.6M | $252.6M | $0 | 8 | 0 |
| Jan 2023 | $252.6M | $252.6M | $0 | 8 | 0 |
DateAug 2025
Total AUM$332.7M
Discretionary$332.7M
Non-Disc.$0
Employees7
Clients2
DateMar 2025
Total AUM$332.7M
Discretionary$332.7M
Non-Disc.$0
Employees7
Clients2
DateOct 2024
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees7
Clients5
DateMar 2024
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees8
Clients5
DateAug 2023
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees8
Clients5
DateMar 2023
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees8
Clients5
DateJan 2023
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees8
Clients0