Wellspring Financial Advisors, LLC

Wellspring Financial Advisors, LLC (CRD# 143112) is a financial advisory firm headquartered in Cleveland, OH. They manage $1,070,922,948 in 703 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,071
    MILLION
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $1,523,361
Compensation Options
  • 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)
  • Publication of periodicals or newsletters
  • Other
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.

CA, FL, LA, OH, TX

Financial Advisors at Wellspring Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael T. Novak
CRD#: 4343549
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124
87
Wealthminder
score

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.

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