RIA Intel›Advisers›Maryland›WEALTHSPRING FINANCIAL ADVISORS, LLC

WEALTHSPRING FINANCIAL ADVISORS, LLC

Advisory

MD

Data as of Feb 2, 2026 · Source: SEC Form ADV

Average account

$213K

across 109 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

231,946,911

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees231,946,911

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

41 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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CICERO CAPITAL PARTNERS, LLC

$23M

THE J.O. JOHNSON GROUP INC.

$23M

R&M WEALTH MANAGEMENT SERVICES, LLC

$23M

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