CRD: 147063
Wealthspring Advisors, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-26-2012
- Office Locations
- 1
Office Locations
About Wealthspring Advisors, LLC
WealthSpring Advisors is a Minneapolis-based RIA serving busy, successful individuals and families with complex wealth-management needs. Principals Mark Culhane and Mark Alevizos provide financial planning and investment management, including estate and insurance planning, retirement and business-succession considerations, and portfolio construction using ETFs and mutual funds. The firm partners with specialist providers as needed and custodies through Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MARK PATRICK CULHANE
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4426324
- Ownership
- 50% but less than 75%
MARK JAMES ALEVIZOS
Advisor, PARTNER
- CRD
- #2310546
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,390,126 | $160,629 |
| Non-Discretionary | $684,721 | -- |
| Total | $46,074,847 | $160,629 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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