This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2007
- Office Locations
- 1
Office Locations
About Wellspring Family Office
Wellspring Financial Advisors is a Cleveland-based RIA focused on family advisory, serving as a single point of connection to simplify complex financial lives across generations. The firm provides financial and wealth planning, estate and business-succession planning, insurance, and portfolio construction. Investment management emphasizes active management, asset allocation, and fixed income using mutual funds and ETFs, with Fidelity/NFS custody and the Black Diamond platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL THOMAS NOVAK
Chief Executive Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #4343549
- Ownership
- 25% but less than 50%
RICHARD JOSEPH TURGEON
Associate, Chief Investment Officer, Senior Managing Director
- CRD
- #2309831
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
Bill Ambrogio
Senior Wealth Advisor, Managing Director
- CRD
- --
Kevin Bruss
Portfolio Manager and Director
- CRD
- --
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,643,488,356 | $1,728,169 |
| Non-Discretionary | $3,411,522,618 | $3,101,384 |
| Total | $5,055,010,974 | $2,464,657 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
Continue browsing