Wellspring Financial Advisors, LLC

Wellspring Financial Advisors, LLC (CRD# 143112) is a financial advisory firm headquartered in Cleveland, OH. They manage $1,278,487,765 in 708 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,278
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $1,805,774
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 - 4 of 4 top financial advisors.
1
Richard J. Turgeon
CRD#: 2309831
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124
93
Wealthminder
score

Richard Turgeon (CRD# 2309831) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 24 years of experience in the finance industry.

2
William J. Ambrogio
CRD#: 6896676
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124
90
Wealthminder
score

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. William Ambrogio 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.

3
Kathryn E. Madzsar
CRD#: 6896671
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124
90
Wealthminder
score

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. Kathryn Madzsar 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.

4
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.