$152.2M Total AUM
$152.2M Disc. AUM
-11.4% 3Y CAGR
5 Employees
271 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-17-2008
- Office Locations
- 1
Office Locations
4660 NE Belknap Court, Suite 221 Hillsboro OR
About Wellspring Advisors, Inc.
SpringSource Wealth Advisors (Wellspring Advisors, Inc.) provides comprehensive financial and retirement planning with independent investment management for affluent pre-retirees and retirees. The team builds goals-based plans and monitors a road map across life phases, meeting clients in person or via phone/video and serving households nationwide using technology. Custody is through SEI.
Team overview
-- AVG AGE
$76.1M AVG AUM / ADVISOR
$561.5K AVG AUM / CLIENT
5.7 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SCOTT DENIS ABRAHAMSON
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #4299120
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER EDWARD PAUL PAWLOWSKI
Wealth Advisor
- CRD
- #6157861
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,174,077 | $212,237 |
| Non-Discretionary | $0 | -- |
| Total | $152,174,077 | $212,237 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing