RIA Intel›Advisers›New York›WEALTHSPRING CAPITAL LLC

WEALTHSPRING CAPITAL LLC

Advisory

N·WEST HARRISON, NY

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM
$515M
1-Year AUM Growth
+2.3%
3-Year CAGR
-2.5%
Employees
4
Assets Under Management
Total AUM$515M
Discretionary AUM$515M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients120
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingSep 9, 2019
Latest FilingFeb 3, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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