Wellspring Capital Management

Wellspring Capital Management (CRD# 135455) is a financial advisory firm headquartered in Palo Alto, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wellspring Capital Management
Showing 1 - 1 of 1 top financial advisors.
Sandra K. Moneypenny
CRD#: 723184
2100 Geng Road, Suite 210, Palo Alto, CA 94303

Sandra Moneypenny (CRD# 723184) is an Investment Advisor Representative working at Wellspring Capital Management in Palo Alto, CA and has over 35 years of experience in the finance industry. Sandra Moneypenny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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