Wealthspring Partners, LLC
● SEC registered since 2022CRD 322756SEC# 801-126563Long Beach, CA
Reg. AUM
$370.2M
Employees
7
Accounts
922
Location
Long Beach, CA
Wealthspring Partners, LLC assets under management
Wealthspring Partners, LLC is an SEC-registered investment adviser based in Long Beach, CA. The firm has been registered since 2022. It reports $370.2 million in regulatory assets under management and employs 7 people.
Wealthspring Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Michael Douglas Control | Partner, Chief Investment Strategist | 50-75% | 2022 |
| Leanne Marie Drayton Control | Chief Compliance Officer | Under 5% | 2026 |
| Theodore Michael Athans Control | Principal, Managing Partner | 25-50% | 2022 |
Frequently asked questions
How much does Wealthspring Partners, LLC manage?
Wealthspring Partners, LLC reports $370.2 million in regulatory assets under management on its Form ADV.
How many employees does Wealthspring Partners, LLC have?
Wealthspring Partners, LLC reports 7 employees.
Where is Wealthspring Partners, LLC located?
Wealthspring Partners, LLC is based in Long Beach, CA and has been SEC-registered since 2022.
Does Wealthspring Partners, LLC disclose fund performance?
Wealthspring Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815 |
| Phone | 562-491-4410 |
| Fax | 562-491-4411 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1961292 |
| Discloses disciplinary history | No |
Regulatory AUM
$370.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$370.2Mregulatory AUM
Discretionary $370.2M