Verified 10 Nov 2026
Wellspring Family Office
Wellspring Family Office is an independent, fee-only multifamily office in Cleveland, Ohio, serving ultra-high-net-worth families and majority owned by its partners. Its founder, who is also chief executive, set it up in 2007 as Wellspring Financial Advisors, and it took its present name in 2025, the same year it formed a long-term partnership with The Pritzker Organization. Its Form ADV filed on 20 October 2026 reported $5.1 billion in regulatory assets.
- Type
- Multi-family office
- Location
- Cleveland, Ohio, United States
- Sectors
- Public equities, Private funds
- Fund size / AUM
- $5.1B regulatory AUM (Form ADV, filed 2026-10-20)
- Latest fund or filing
- 20 Oct 2026
Contacts on file
For Wellspring Family Office, the paid file holds: LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/143112
- reports.adviserinfo.sec.gov/reports/ADV/143112/PDF/143112.pdf
- wellspringfo.com/
- wellspringfo.com/investment-management/
- wellspringfo.com/why-wellspring/
- www.wellspringadvisorsllc.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.