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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $211,482
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
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
South Windsor, CT

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.

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 5 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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