CRD: 134834
Wellspring Wealth Management LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2005
- Office Locations
- 1
Office Locations
About Wellspring Wealth Management LLC
Wellspring Wealth Management provides customized wealth planning and investment advisory services for successful families and business owners, emphasizing proactive, concierge-style client service. The team builds portfolio strategies focused on asset allocation and risk management, and uses its WealthVision platform to bring a client’s financial life together in one integrated view. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VALERI JAN BISHOP
Chief Compliance Officer, Wealth Advisor
- CRD
- #2408291
- Ownership
- Less than 5%
JOHN DAVID GLOVER JR
Chairman, Managing Partner
- CRD
- #1355757
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK HOWELL WINSTON
CFP , Partner, Wealth Advisor
- CRD
- #1996412
ANDREW BLAKE WRIGHT
Wealth Advisor
- CRD
- #5799011
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $584,815,360 | $909,511 |
| Non-Discretionary | $3 | $3 |
| Total | $584,815,363 | $908,098 |
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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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