Wellspring Wealth Management LLC
Wellspring Wealth Management LLC (CRD# 134834) is a financial advisory firm headquartered in Atlanta, GA. They manage $125,624,000 in 198 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management126MILLION
Total Number of Accounts198ACCOUNTS
Average Account Value$634,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
GA, TX, UT
Michael Roy (CRD# 2752428) is an Investment Advisor Representative working at Wellspring Wealth Management LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Michael Roy 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.
John Glover (CRD# 1355757) is an Investment Advisor Representative working at Wellspring Wealth Management LLC in Atlanta, GA and has over 32 years of experience in the finance industry.