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).
Total Assets Under Management1,071MILLION
Total Number of Accounts703ACCOUNTS
Average Account Value$1,523,361
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, FL, LA, OH, TX
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.