CRD: 155504
Wealthspring Financial Advisors, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2011
- Office Locations
- 1
Office Locations
About Wealthspring Financial Advisors, LLC
WealthSpring Financial Advisors is a Bethesda, MD fee-only fiduciary RIA providing holistic financial planning and discretionary investment management for individuals and families navigating retirement, inheritance, career transitions, and other life events. Planning integrates cash flow, taxes, retirement and estate considerations, and the firm coordinates with clients’ CPAs and attorneys. Portfolios emphasize asset allocation using public funds and ETFs.
Team overview
Insights
Investment Themes
Platform
Services
Technology
Owner & Executives
JIYON W TUMAN
Chief Compliance Officer, Financial Planner, Managing Member, Owner
- CRD
- #4533124
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,194,691 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,194,691 | -- |
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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 |
| Total | Available | Available |
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