Wellspring Financial Advisors, LLC

Entity
Company
Business address
5885 Landerbrook Dr, Suite 205, 44124 Cleveland, OH
Phone
216-367-0680
State of incorporation
OH
Fiscal year end
December 31
Signature 13F
Laura Capuozzo - CCO
All SEC filings
View on sec.gov
Wellspring Financial Advisors, LLC has filed 24 SEC EDGAR filings since 5/14/2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 27, 2025 Jun 30, 2025 028-20261
13F-HR Open Document Open Filing Aug 13, 2025 Jun 30, 2025 028-20261
13F-HR Open Document Open Filing May 15, 2025 Mar 31, 2025 028-20261
13F-HR Open Document Open Filing Feb 13, 2025 Dec 31, 2024 028-20261
13F-HR Open Document Open Filing Nov 13, 2024 Sep 30, 2024 028-20261
N-PX Open Document Open Filing Aug 28, 2024 Jun 30, 2024 028-20261
13F-HR Open Document Open Filing Aug 12, 2024 Jun 30, 2024 028-20261
13F-HR Open Document Open Filing May 1, 2024 Mar 31, 2024 028-20261
13F-HR Open Document Open Filing Feb 13, 2024 Dec 31, 2023 028-20261
13F-HR Open Document Open Filing Nov 14, 2023 Sep 30, 2023 028-20261
13F-HR Open Document Open Filing Aug 11, 2023 Jun 30, 2023 028-20261
13F-HR Open Document Open Filing May 12, 2023 Mar 31, 2023 028-20261
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-20261
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-20261
13F-HR Open Document Open Filing Aug 12, 2022 Jun 30, 2022 028-20261
13F-HR Open Document Open Filing May 10, 2022 Mar 31, 2022 028-20261
13F-HR Open Document Open Filing Jan 3, 2022 Dec 31, 2021 028-20261
13F-HR Open Document Open Filing Nov 12, 2021 Sep 30, 2021 028-20261
13F-HR Open Document Open Filing Aug 13, 2021 Jun 30, 2021 028-20261
13F-HR Open Document Open Filing May 17, 2021 Mar 31, 2021 028-20261
13F-HR Open Document Open Filing Feb 16, 2021 Dec 31, 2020 028-20261
13F-HR Open Document Open Filing Nov 13, 2020 Sep 30, 2020 028-20261
13F-HR Open Document Open Filing Aug 14, 2020 Jun 30, 2020 028-20261
13F-HR Open Document Open Filing May 14, 2020 Mar 31, 2020 028-20261