Wealthspring Advisors, LLC

WealthSpring Advisors is a small, fee-only advisory firm that serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm provides investment management, selection of independent managers, financial planning and consultation services, and has recently added estate-planning document facilitation through the Wealth, Inc. platform.

The firm emphasizes individualized, ongoing portfolio management founded on a data-gathering process and client-approved investment policies, using both fundamental and technical analysis across mutual funds, ETFs, individual equities, bonds and other vehicles. WealthSpring also uses third‑party manager programs and relies on the Altruist custodial platform and its Model Marketplace and tax-management tools to implement and monitor client portfolios.

Noteworthy disclosures in the brochure include the firm’s potential use of margin, short sales and options writing in client accounts—derivative strategies that are less common among similarly supported advisers. Combined with its two-member ownership and roughly $45.4 million in assets under management (2025 fiscal year figure), the firm’s integration with Altruist’s model and subscription programs and its Wealth partnership for estate documents distinguish its operational and service mix from many peers.