Wellspring Financial Advisors, LLC

Wellspring Financial Advisors, LLC (CRD# 143112) is a financial advisory firm headquartered in Cleveland, OH. They manage $3,629,363,797 in 1,630 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125
https://www.facebook.com/wellspring-financial-advisors-llc-72221762513/
By the Numbers
  • Total Assets Under Management
    3,629
    MILLION
  • Total Number of Accounts
    1,630
    ACCOUNTS
  • Average Account Value
    $2,226,604
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MT, NH, OH, SC, TX

Financial Advisors at Wellspring Financial Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
William Ambrogio, financial advisor Cleveland OH
William J. Ambrogio
CRD#: 6896676
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125

William Ambrogio (CRD# 6896676) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

2
Kathryn Madzsar, financial advisor Cleveland OH
Kathryn E. Madzsar
CRD#: 6896671
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125

Kathryn Madzsar (CRD# 6896671) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

3
Michael Novak, financial advisor Cleveland OH
Michael T. Novak
CRD#: 4343549
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125

Michael Novak (CRD# 4343549) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

4
Richard Turgeon, financial advisor Cleveland OH
Richard J. Turgeon
CRD#: 2309831
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125

Richard Turgeon (CRD# 2309831) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 30 years of experience in the finance industry.

5
Halle Chelko, financial advisor Cleveland OH
Halle M. Chelko
CRD#: 7771791
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125

Halle Chelko (CRD# 7771791) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

6
Frederick McLaughlin, financial advisor Cleveland OH
Frederick D. McLaughlin
CRD#: 6625956
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125

Frederick McLaughlin (CRD# 6625956) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 7 years of experience in the finance industry.

7
James Smerke, financial advisor Cleveland OH
James J. Smerke
CRD#: 6685435
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125

James Smerke (CRD# 6685435) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 7 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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