WELLSPRING WEALTH MANAGEMENT LLC
C43
CRD 134834·SEC 801-64350·ALPHARETTA, GA
AUM
$584.8M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $282.2M
'21 · $344.7M
'22 · $357.7M
'23 · $407.2M
'25 · $498.2M
'26 · $584.8M
'20'26
$282.2M → $584.8M▲ +107%
Client mix
| Individuals High Net Worth | 132 |
| Individuals Other | 110 |
| Corporations | 13 |
| Charitable Organizations | 7 |
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 7 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 6 advisors
'26 · 5 advisors
'20'26
9 advisors → 5 advisors▼ -44%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.