# Wealthspring Financial Advisors, LLC

> Wealthspring Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 155504
- Filed as: WEALTHSPRING FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155504
- AdvisorCensus page: https://advisorcensus.com/firm/wealthspring-financial-advisors-llc-155504

## Quick answers

**How is Wealthspring Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthspring Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wealthspring Financial Advisors, LLC registered with the SEC or a state?**
Wealthspring Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155504.

**How much does Wealthspring Financial Advisors, LLC manage?**
Wealthspring Financial Advisors, LLC reports $23,194,691 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Wealthspring Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41).

**Does Wealthspring Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155504

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,194,691
- Discretionary: $23,194,691
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $23,194,691 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 231,946,911 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthspringfinancialadvisors.com
- Facebook @WealthSpring-Financial-Advisors-LLC-183383905031718

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthspring Financial Advisors, LLC (CRD 155504): Form ADV filing data as of October 2026.