Wealthspring Advisors, LLC
Wealthspring Advisors, LLC (CRD# 147063) is a financial advisory firm headquartered in Minneapolis, MN. They manage $37,951,920 in 151 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts151ACCOUNTS
-
Average Account Value$251,337
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX
Financial Advisors at Wealthspring Advisors, LLC
1
Mark Alevizos (CRD# 2310546) is an Investment Advisor Representative working at Wealthspring Advisors, LLC in Minneapolis, MN and has over 31 years of experience in the finance industry.
2
Mark Culhane (CRD# 4426324) is an Investment Advisor Representative working at Wealthspring Advisors, LLC in Minneapolis, MN and has over 21 years of experience in the finance industry.
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