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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2017
- Office Locations
- 3
Office Locations
About Wellspring Financial, LLC
Wellspring Financial is a Connecticut-based RIA delivering integrated, holistic financial planning and portfolio construction—coordinating protection, savings, and growth decisions to align a client’s full “personal economy.” The firm serves individuals and families including retirees and business owners, pairing investment planning and asset management with tax, estate, retirement, and insurance planning. Uses an interactive Economic Model and an Internal/External Design process; custody via Charles Schwab.
Team overview
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Owner & Executives
BRIAN MCSHEFFERY ANDRUS
Managing Member, Partner
- CRD
- #1450626
- Ownership
- 25% but less than 50%
Matthew Joseph Dreier Jr
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6945334
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,351,082 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,351,082 | -- |
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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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