Wellspring Advisors, Inc.

Wellspring Advisors, Inc. (CRD# 147861) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $219,995,831 in 1,185 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035
https://www.linkedin.com/in/gregorysallen1/
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    1,185
    ACCOUNTS
  • Average Account Value
    $185,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, OR, TX, WA

Financial Advisors at Wellspring Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Scott Abrahamson, financial advisor Lake Oswego OR
Scott D. Abrahamson
CRD#: 4299120
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035

Scott Abrahamson (CRD# 4299120) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 23 years of experience in the finance industry.

2
Gregory Allen, financial advisor Lake Oswego OR
Gregory S. Allen
CRD#: 4395102
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035

Gregory Allen (CRD# 4395102) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 17 years of experience in the finance industry.

3
Charles Childress, financial advisor Lake Oswego OR
Charles C. Childress
CRD#: 1508267
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035

Charles Childress (CRD# 1508267) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 37 years of experience in the finance industry.

4
Christopher Pawlowski, financial advisor Lake Oswego OR
Christopher E. Pawlowski
CRD#: 6157861
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035

Christopher Pawlowski (CRD# 6157861) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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