Wellspring Associates

Business Services · Texas, United States · 11-50 Employees

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Overview

Headquarters

2000 E Lamar Blvd Ste 580, Arlington, Te...

Phone Number

(817) 461-1585

Revenue

$5.4 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Wellspring Associates

Wellspring Associates is a wealth planning and consulting practice that specializes in helping affluent, multi-generational families and business owners integrate all aspects of their wealth. With offices in Atlanta and Dallas, they provide comprehensive planning audits and tailored solutions for wealth transfer, business succession, and philanthropy. Their approach focuses on identifying gaps and conflicts in clients' current plans to ensure alignment with their goals and values. The firm aims to offer clarity for complex issues related to significant wealth, enhancing family harmony and optimizing opportunities.Explore more
Wellspring Associates's Social MediaPopular SearchesWellspring AssociatesWellspring Associates LLCWellspring Group LLCWellspring CorpWellspring GroupSIC Code 87,874NAICS Code 54,541Show more

Wellspring Associates Org Chart

PhoneEmail
KW
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wellspring Associates

$5.4M
11-50
Private
-
2001
KW
Kurt WachholzChief Compliance Officer
$8.5M
1-10
Private
-
-
MY
Mary YoungAdvisory Services Director, Financial
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2003
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Company Profile Activity

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Among all Business Services companies

Low Activity

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Activity Insights

Wellspring Associates is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Wellspring Associates is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Wellspring Associates.

Wellspring Associates Tech Stack

A closer look at the technologies used by Wellspring Associates

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Frequently Asked Questions Regarding Wellspring Associates

What is Wellspring Associates's official website?
Wellspring Associates's official website is www.wellspringassociates.com
What is Wellspring Associates's Revenue?
Wellspring Associates's revenue is $5.4 Million
What is Wellspring Associates's SIC code?
Wellspring Associates's SIC: 87,874
What is Wellspring Associates's NAICS code?
Wellspring Associates's NAICS: 54,541
How many employees does Wellspring Associates have?
Wellspring Associates has 11-50 employees
What industry does Wellspring Associates belong to?
Wellspring Associates is in the industry of: Business Services, Finance, Project Management
What is Wellspring Associates competition?
Wellspring Associates top competitors include: Sagemark Consulting, Fischer Financial Group, Krietzberg Wealth Management, Bay Harbor Wealth Management
What technology does Wellspring Associates use?
Some of the popular technologies that Wellspring Associates uses are: AppRiver, Eploy, Engage ATS, Empetus
How do I contact Wellspring Associates?
Wellspring Associates contact info: Phone number: (817) 461-1585 Website: www.wellspringassociates.com
What does Wellspring Associates do?

Wellspring Associates is a wealth planning and consulting practice that specializes in helping affluent, multi-generational families and business owners integrate all aspects of their wealth. With offices in Atlanta and Dallas, they provide comprehensive planning audits and tailored solutions for wealth transfer, business succession, and philanthro... py. Their approach focuses on identifying gaps and conflicts in clients' current plans to ensure alignment with their goals and values. The firm aims to offer clarity for complex issues related to significant wealth, enhancing family harmony and optimizing opportunities.Read More

What are Wellspring Associates social media links?
Wellspring Associates Linkedin page
Is Wellspring Associates a public company?
Wellspring Associates is private company therefore does not currently have an official ticker symbol
See more information about Wellspring Associates

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