Wellspring Financial Advisors, LLC
● SEC registered since 2007CRD 143112SEC# 801-67630Cleveland, OH
Reg. AUM
$5.06B
Employees
31
Accounts
2,051
Location
Cleveland, OH
Wellspring Financial Advisors, LLC assets under management
Wellspring Financial Advisors, LLC is an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2007. It reports $5.1 billion in regulatory assets under management and employs 31 people.
Wellspring Financial Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey D Kadlic Control | President & Coo | Under 5% | 2024 |
| Jennifer Staton | Director | 5-10% | 2021 |
| Kathryn E Madzsar | Sr. Wealth Advisor | Managing Director | Under 5% | 2023 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wellspring Financial Advisors, LLC manage?
Wellspring Financial Advisors, LLC reports $5.1 billion in regulatory assets under management on its Form ADV.
How many employees does Wellspring Financial Advisors, LLC have?
Wellspring Financial Advisors, LLC reports 31 employees.
Where is Wellspring Financial Advisors, LLC located?
Wellspring Financial Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2007.
Does Wellspring Financial Advisors, LLC disclose fund performance?
Wellspring Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125 |
| Phone | 216-367-0680 |
| Fax | 216-367-0690 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.06B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$5.06Bregulatory AUM
Discretionary $1.64BNon-discretionary $3.41B