Wellspring Financial, LLC
Wellspring Financial, LLC (CRD# 288023) is a financial advisory firm headquartered in , . They manage $49,698,332 in 235 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management50MILLION
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Total Number of Accounts235ACCOUNTS
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Average Account Value$211,482
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CT, MA, NY
Brian Andrus (CRD# 1450626) is an Investment Advisor Representative working at Wellspring Financial, LLC in South Windsor, CT and has over 24 years of experience in the finance industry.
Matthew Dreier (CRD# 6945334) is an Investment Advisor Representative working at Wellspring Financial, LLC in Simsbury, CT and has over 5 years of experience in the finance industry.
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.