Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
General
Location
Alpharetta, GA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$425,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
500
Avg Client Age
62
Overview

Wellspring Wealth, LLC is a boutique wealth planning firm that provides sophisticated solutions to issues that impact the lives of wealthy families. We practice holistic, multi-generational, financial and estate planning, as well as, fee-based investment advisory services. We also specialize in delivering 401k plans, profit sharing and cash balance plans, to closely held business owners. We maintain offices in Atlanta and Alpharetta, and are looking for opportunities to leverage our skillsets and grow externally through merger and/or acquisition, as well as, add associate advisors to our existing practice.

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