Wellspring Wealth Management LLC
● SEC registered since 2005CRD 134834SEC# 801-64350Alpharetta, GA
Reg. AUM
$584.8M
Employees
8
Accounts
644
Location
Alpharetta, GA
Wellspring Wealth Management LLC assets under management
Wellspring Wealth Management LLC operates as an SEC-registered investment adviser based in Alpharetta, GA. The firm has been registered since 2005. It reports $584.8 million in regulatory assets under management and employs 8 people.
Wellspring Wealth Management LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John David Glover Control | Chairman And Managing Partner | Under 5% | 2009 |
| Valeri Jan Bishop Control | Chief Compliance Officer | Under 5% | 2021 |
| Wellspring Wealth, LLC Control | Owner | Over 75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Wellspring Wealth Management LLC manage?
Wellspring Wealth Management LLC reports $584.8 million in regulatory assets under management on its Form ADV.
How many employees does Wellspring Wealth Management LLC have?
Wellspring Wealth Management LLC reports 8 employees.
Where is Wellspring Wealth Management LLC located?
Wellspring Wealth Management LLC is based in Alpharetta, GA and has been SEC-registered since 2005.
Does Wellspring Wealth Management LLC disclose fund performance?
Wellspring Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11720 Amber Park Drive, Suite 150, Alpharetta, GA 30009-2276 |
| Phone | 770-410-4088 |
| Fax | 770-410-9366 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$584.8M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$584.8Mregulatory AUM
Discretionary $584.8MNon-discretionary $3