RIA Intel›Advisers›California›WEALTHSPRING PARTNERS, LLC

WEALTHSPRING PARTNERS, LLC

Advisory

N·LONG BEACH, CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$370M
1-Year AUM Growth
+10.9%
3-Year CAGR
+8.1%
Employees
4
Assets Under Management
Total AUM$370M
Discretionary AUM$370M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients414
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record10
First FilingAug 15, 2022
Latest FilingFeb 27, 2026
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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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