WELLSPRING ADVISORS, INC.
Adviser information for WELLSPRING ADVISORS, INC. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,185 | $220.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1,185 | $220.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 384 | $104.8M |
| HNW Individuals | 64 | $112.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 6 | $3.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120308 |
|---|---|
| SEC ERA File Number | 801-120308 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 147861 |
| Legal Entity Identifier | None |
Principal Office
5800 MEADOWS RDSUITE 210
LAKE OSWEGO
OR
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 503-594-1210, Fax: 503-594-1234
Websites
www.linkedin.com/in/craigchildress/
www.linkedin.com/in/gregorysallen1/
www.linkedin.com/company/wellstonewealth/
www.linkedin.com/in/scott-abrahamson/
www.linkedin.com/company/springsource-wealth-advisors/
www.linkedin.com/in/ceppawlowski/
www.wellstonewealth.com/
www.facebook.com/wellstonewealth
www.facebook.com/springsourcewealth/
www.springsourcewealth.com/
Chief Compliance Officer
GREGORY S. ALLEN
5800 MEADOWS RD.
SUITE 210
LAKE OSWEGO
OR
United States
Tel:
(503) 594-1210
Fax:
(503) 594-1234
G*****@******************M
(Full email address available in API data)
Regulatory Contact
TODD SAKODA
COMPLIANCE CONSULTANT
6650 S.W. REDWOOD LANE
SUITE 220
TIGARD
OR
United States
Tel:
971-801-1346
T***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHILDRESS, CHARLES, CRAIG | Individual | – | OWNER | 10/2006 | > 75% |
| ALLEN, GREGORY, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |