Data / Investment advisers / Oregon / Wellspring Advisors, Inc.
Wellspring Advisors, Inc., Hillsboro, OR: $152 million AUM, SEC registered investment adviser
Wellspring Advisors, Inc. is an SEC registered investment adviser with its main office in Hillsboro, Oregon and reports $152 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 147861
- SEC file number
- 801-120308
- SEC status
- Approved, effective February 12, 2021
- Main office
- 4660 Ne Belknap Court Suite 221, Hillsboro, OR 97124
- Phone
- (503) 714-9531
- Regulatory AUM
- $152,174,077 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $152,174,077
- Accounts
- 717
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $81.1 million |
| Individuals (other than high net worth individuals) | 225 | $70.2 million |
| Charitable organizations | Fewer than 5 | $889,508 |
| Pension and profit sharing plans | Fewer than 5 | $29,322 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $152.2 million | March 31, 2026 |
| December 1, 2025 | $198.2 million | August 13, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| North Forty Two & Co. | Lake Oswego | $167.9 million | Not listed | adviserinfo.sec.gov |
| J.P. Capital Management, Inc. | Eugene | $166.6 million | Not listed | adviserinfo.sec.gov |
| Strada Financial Group LLC | Boring | $159.2 million | Not listed | adviserinfo.sec.gov |
| Copia Wealth Management | Bend | $157.5 million | Not listed | adviserinfo.sec.gov |
| Oregon Pacific Wealth Management | Medford | $156.3 million | Not listed | adviserinfo.sec.gov |
| True Wealth Group | Bend | $151.4 million | Not listed | adviserinfo.sec.gov |
| Cascade Financial Strategies | Bend | $150.9 million | Not listed | adviserinfo.sec.gov |
| Skyline Financial Northwest | Portland | $148.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wellspring Advisors, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.