Wealthspring
Wealthspring (CRD# 322756) is a financial advisory firm headquartered in Long Beach, CA. They manage $300,055,562 in 932 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management300MILLION
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Total Number of Accounts932ACCOUNTS
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Average Account Value$321,948
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, LA, NV, OR, TX, WA
Theodore Athans (CRD# 3164104) is an Investment Advisor Representative working at Wealthspring in Santa Rosa, CA and has over 25 years of experience in the finance industry.
Jay Douglas (CRD# 3138473) is an Investment Advisor Representative working at Wealthspring in Long Beach, CA and has over 24 years of experience in the finance industry.
Tracy Miu (CRD# 6050237) is an Investment Advisor Representative working at Wealthspring in Santa Rosa, CA and has over 8 years of experience in the finance industry.
Ashley Boone (CRD# 5310051) is an Investment Advisor Representative working at Wealthspring in San Luis Obispo, CA and has over 17 years of experience in the finance industry.