Wellspring Financial Partners

Wellspring Financial Partners (CRD# 158872) is a financial advisory firm headquartered in Tucson, AZ. They manage $52,657,697 in 191 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $275,695
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
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

AZ, CA, LA, MN

Financial Advisors at Wellspring Financial Partners
Showing 1 - 4 of 4 top financial advisors.
1
Deirdre M. Kochanski
CRD#: 1953073
4007 E. Paradise Falls Drive, Suite 128, Tucson, AZ 85712
93
Wealthminder
score

Deirdre Kochanski (CRD# 1953073) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 22 years of experience in the finance industry.

2
Patrick J. Zumbusch
CRD#: 5593163
4007 E. Paradise Falls Drive, Suite 128, Tucson, AZ 85712
93
Wealthminder
score

Patrick Zumbusch (CRD# 5593163) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 9 years of experience in the finance industry.

3
Ellen T. Carolan
CRD#: 6109754
4007 E. Paradise Falls Drive, Suite 128, Tucson, AZ 85712
90
Wealthminder
score

Ellen Carolan (CRD# 6109754) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 5 years of experience in the finance industry.

4
Richard B. Pyle
CRD#: 6559667
4007 E. Paradise Falls Drive, Suite 128, Tucson, AZ 85712
87
Wealthminder
score

Richard Pyle (CRD# 6559667) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 2 years of experience in the finance industry.

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