Wealthspring Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$45,805,224
Clients
47
Advisors
2
of 2 employees
About
WealthSpring Advisors is a small, fee-only advisory firm that serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm provides investment management, selection of independent managers, financial planning and consultation services, and has recently added estate-planning document facilitation through the Wealth, Inc. platform.
The firm emphasizes individualized, ongoing portfolio management founded on a data-gathering process and client-approved investment policies, using both fundamental and technical analysis across mutual funds, ETFs, individual equities, bonds and other vehicles. WealthSpring also uses third‑party manager programs and relies on the Altruist custodial platform and its Model Marketplace and tax-management tools to implement and monitor client portfolios.
Noteworthy disclosures in the brochure include the firm’s potential use of margin, short sales and options writing in client accounts—derivative strategies that are less common among similarly supported advisers. Combined with its two-member ownership and roughly $45.4 million in assets under management (2025 fiscal year figure), the firm’s integration with Altruist’s model and subscription programs and its Wealth partnership for estate documents distinguish its operational and service mix from many peers.
Client services
Expertise
Fee options
Financial plan development and review fees generally range between $500 and $5,000; Estate planning services typical full trust-based estate package $1,500 (negotiable)
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
$150 to $250 per hour
Monthly fees for Altruist One Program subscription passed on to clients or absorbed by advisor; specific fees detailed in Altruist One Terms of Use.
Fee-only: Advisor is a fee-only adviser; compensated only through advisory fees paid by investors, no commissions or sales charges.
Main office
2116 Second Avenue South
Minneapolis MN 55404
Advisors at this office
2
Most active in
Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mark A
Series 63, Series 65
Minneapolis, MN
Wealthspring Advisors, LLC
Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. Wealthspring Advisors is a small, fee-only firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, financial planning, and estate-planning document facilitation, utilizing both fundamental and technical analysis and integrating third-party manager programs and the Altruist custodial platform.
Mark C
Series 65, Series 66
Minneapolis, MN
Wealthspring Advisors, LLC
Mark Culhane is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. WealthSpring Advisors is a small, fee-only firm serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, independent manager selection, financial planning, and estate-planning document facilitation, emphasizing individualized portfolio management using both fundamental and technical analysis across a variety of investment vehicles.
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