Wellspring Financial Advisors, LLC

Wellspring Financial Advisors, LLC (CRD# 143112) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,421,171,394 in 1,014 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,421
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $2,387,743
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
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, MT, NH, OH, SC, TX

Financial Advisors at Wellspring Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
William J. Ambrogio
CRD#: 6896676
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124

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.

2
Kathryn E. Madzsar
CRD#: 6896671
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124

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.

3
Michael T. Novak
CRD#: 4343549
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124

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 J. Turgeon
CRD#: 2309831
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124

Richard Turgeon (CRD# 2309831) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.

5
Frederick D. McLaughlin
CRD#: 6625956
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124

Frederick McLaughlin (CRD# 6625956) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 6 years of experience in the finance industry. Frederick McLaughlin 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.

6
James J. Smerke
CRD#: 6685435
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124

James Smerke (CRD# 6685435) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.

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