Wellspring Advisors, Inc.

Wellspring Advisors, Inc. works with individual clients (including high‑net‑worth individuals), trusts and estates, charitable organizations and retirement plans, offering financial life planning (comprehensive, modular and ongoing), investment management, consulting and analysis, and administrative support for third‑party estate‑document preparation. The firm provides both discretionary and non‑discretionary portfolio management and refers clients to third‑party investment advisors (TPIAs) when appropriate.

The firm emphasizes strategic asset allocation and “managing the managers,” using a global network of specialist money managers and often employing multiple managers within a single style to diversify manager risk; portfolios also incorporate tax‑management techniques and, where suitable, alternative mutual‑fund strategies and economic‑cycle analysis. Wellspring reports discretionary management of $152,174,077 (as of December 2025), reviews allocations at least quarterly, and generally meets with clients at least annually or as changes arise.

Distinctive operational features include administrative coordination with an unaffiliated third‑party scrivener service to review or update estate documents (clients pay for those services and are advised to retain independent legal counsel), and the firm’s practice of recommending certain less‑liquid real‑estate private placements (e.g., TICs, REIT/LLC interests) only to qualified investors. Wellspring also does not aggregate or block client trades across accounts—a practice the firm notes can affect execution outcomes—and typically requires a $500,000 account minimum while retaining discretion to waive that threshold.