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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 28, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| DOUGLAS, JAY, MICHAEL | I | PARTNER, CHIEF INVESTMENT STRATEGIST | D | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| ATHANS, THEODORE, MICHAEL | I | PRINCIPAL, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Aug 28, 2025 REGISTERED
Notice Filings (9)
AZ CA CO ID LA NV OR TX WA
Address
5000 AIRPORT PLAZA DRIVE, SUITE 245LONG BEACH, CA 90815
United States
Phone: 562-491-4410