Wealthspring

Wealthspring (CRD# 322756) is a financial advisory firm headquartered in Long Beach, CA. They manage $300,055,562 in 932 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815
https://www.linkedin.com/company/wealthspring-partners
By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    932
    ACCOUNTS
  • Average Account Value
    $321,948
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, NV, OR, TX, WA

Financial Advisors at Wealthspring
Showing 1 - 4 of 4 top financial advisors.
1
Theodore Athans, financial advisor Santa Rosa CA
Theodore M. Athans
CRD#: 3164104
1550 Airport Boulevard, Suite 205, Santa Rosa, CA 95403

Theodore Athans (CRD# 3164104) is an Investment Advisor Representative working at Wealthspring in Santa Rosa, CA and has over 25 years of experience in the finance industry.

2
Jay Douglas, financial advisor Long Beach CA
Jay M. Douglas
CRD#: 3138473
5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815

Jay Douglas (CRD# 3138473) is an Investment Advisor Representative working at Wealthspring in Long Beach, CA and has over 24 years of experience in the finance industry.

3
Tracy Miu, financial advisor Santa Rosa CA
Tracy A. Miu
CRD#: 6050237
1550 Airport Boulevard, Suite 205, Santa Rosa, CA 95403

Tracy Miu (CRD# 6050237) is an Investment Advisor Representative working at Wealthspring in Santa Rosa, CA and has over 8 years of experience in the finance industry.

4
Ashley Boone, financial advisor San Luis Obispo CA
Ashley C. Boone
CRD#: 5310051
1360 Marsh Street, San Luis Obispo, CA 93401

Ashley Boone (CRD# 5310051) is an Investment Advisor Representative working at Wealthspring in San Luis Obispo, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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