$26.4M Total AUM
$24.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-13-2025
- Office Locations
- 1
Office Locations
101 Avenue OF THE Americas 9TH Floor Office 905 NEW York NY
About Spring Street Wealth
Spring Street Wealth is a NEW York-based RIA. The firm has been operating for 0 years. Managing $26.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$26.4M AVG AUM / ADVISOR
$881.3K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Technology
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Owner & Executives
B
BRANDON EDWARD SULLIVAN
Chief Compliance Officer, FOUNDER, PRINCIPAL, PRIVATE WEALTH ADVISOR
- CRD
- #5854395
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,440,000 | $330,270 |
| Non-Discretionary | $2,000,000 | $1,000,000 |
| Total | $26,440,000 | $347,895 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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