SourcingSourcing

WELLSPRING ADVISORS, INC.

B61
CRD 147861·SEC 801-120308·HILLSBORO, OR
AUM
$152.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$457K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WELLSPRING ADVISORS, INC.
CRD
147861
SEC file #
801-120308
EIN
—
DBA names
—

Economics

AUM
$152.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$234.8M → $152.2M▼ -35%
Client mix
Individuals Other225
Individuals High Net Worth46

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
4 advisors → 2 advisors▼ -50%
Primary office
HILLSBORO OR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/in/scott-abrahamson(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABRAHAMSON, SCOTT, DENIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ABRAHAMSON, SCOTT, DENIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:wellspring.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3376
Soi Zip Pct 200k Plus
0.0956
Soi Zip Returns 200k Plus
2,450
Soi Zip Total AGI
2,519,367
Fdic Zip Total Deposits
14,846,831,000
Fdic Zip Branch Count
270
Fdic Zip Top Banks
U.S. Bank National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Bank of America OregonHillsboro, OR
United States National Bank of OregonHillsboro, OR
Fdic Zip HHI
2063.49
Fdic Zip Top Bank Share Pct
39.46
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI59,582
Returns4,840
Stub 2
AGI190,647
Returns5,080
Stub 3
AGI245,400
Returns3,970
Soi Zip Total Business Income
43,423
Soi Zip Total Cap Gains
113,252
Soi Zip Total Dividends
35,005
Soi Zip Total Returns
25,620
Top Owner CRD
4299120
Trust Company Affiliate
No

People (2)

2
ABRAHAMSON, SCOTT, DENIS
IAR · Direct Owner · 87.5%
4299120
CHRISTOPHER EDWARD PAUL PAWLOWSKI
IAR
6157861