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Lifespring Wealth Management, LLC

● SEC registered since 2024CRD 295694SEC# 801-129671
Export (members)
Reg. AUM
$128M
Employees
2
Accounts
293
Location

Lifespring Wealth Management, LLC assets under management

Lifespring Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $128 million in regulatory assets under management and employs 2 people.

Lifespring Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew Carl Tuecke ControlManaging Member And Chief Compliance Officer50-75%2018
John Peter Jackson ControlChief Operating OfficerUnder 5%2026
Robert Christopher Sullivan ControlManaging Member25-50%2020

Frequently asked questions

How much does Lifespring Wealth Management, LLC manage?

Lifespring Wealth Management, LLC reports $128 million in regulatory assets under management on its Form ADV.

How many employees does Lifespring Wealth Management, LLC have?

Lifespring Wealth Management, LLC reports 2 employees.

Does Lifespring Wealth Management, LLC disclose fund performance?

Lifespring Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone319-229-7439
Fax319-349-4772
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$128M▲ 18%
Mar '25 — $108.4MApr '25 — $108.4MMay '25 — $108.4MJun '25 — $108.4MJul '25 — $108.4MAug '25 — $108.4MSep '25 — $108.4MOct '25 — $108.4MNov '25 — $108.4MDec '25 — $108.4MJan '26 — $108.4MFeb '26 — $108.4MMar '26 — $128MApr '26 — $128MMay '26 — $128MJun '26 — $128M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$128Mregulatory AUM
Discretionary $128M