Wellspring Financial, LLC

Wellspring Financial, LLC (CRD# 288023) is a financial advisory firm headquartered in , . They manage $32,794,734 in 168 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $195,207
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CT, MA, NY

Financial Advisors at Wellspring Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian M. Andrus
CRD#: 1450626
Guilford, CT

Brian Andrus (CRD# 1450626) is an Investment Advisor Representative working at Wellspring Financial, LLC in Guilford, CT and has over 22 years of experience in the finance industry. Brian Andrus 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
Matthew J. Dreier
CRD#: 6945334
Simsbury, CT

Matthew Dreier (CRD# 6945334) is an Investment Advisor Representative working at Wellspring Financial, LLC in Simsbury, CT and has over 3 years of experience in the finance industry.

3
Michael J. Puckly
CRD#: 1451656
South Windsor, CT

Michael Puckly (CRD# 1451656) is an Investment Advisor Representative working at Wellspring Financial, LLC in South Windsor, CT and has 1 year of experience in the finance industry.

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