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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2022
- Office Locations
- 1
Office Locations
About Wealthspring
WealthSpring is a California-based advisory with CFP professionals providing financial planning and portfolio management for individuals and families, focused on asset accumulation, retirement, and intergenerational wealth transfer. The firm also delivers business consulting tailored to small- and midsize business owners, with experience serving executives, medical professionals/groups, independent practitioners, and educators. Five CA offices support clients statewide and nationwide.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JAY MICHAEL DOUGLAS
Chief Investment Strategist, Partner
- CRD
- #3138473
- Ownership
- 50% but less than 75%
THEODORE MICHAEL ATHANS
Managing Partner, PRINCIPAL
- CRD
- #3164104
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ASHLEY CAMILLE BOONE
Certified Financial Planner
- CRD
- #5310051
TRACY ANN MIU
Director of Insurance Operations
- CRD
- #6050237
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,181,742 | $401,499 |
| Non-Discretionary | $0 | -- |
| Total | $370,181,742 | $401,499 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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