# WELLSPRING FINANCIAL ADVISORS, LLC

WELLSPRING FINANCIAL ADVISORS, LLC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 143112
- Type: SEC-registered investment adviser
- SEC file number: 801-67630
- Location: 5900 LANDERBROOK DRIVE, SUITE 100, CLEVELAND, OH, 44125
- Phone: 216-367-0680
- Latest filing: 2026-06-23
- Regulatory AUM: $5.1B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $3.4B
- Clients: 31
- Accounts: 2,051

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey D Kadlic | PRESIDENT & COO | Pepper Pike, OH |
| Michael Thomas Novak | FOUNDER & CEO; MANAGING DIRECTOR | — |
| Laura Ann Capuozzo | CHIEF COMPLIANCE OFFICER; HEAD OF OPERATIONS | MANAGING DIRECTOR | CCO | — |
| Richard Joseph Turgeon | CIO | SENIOR MANAGING DIRECTOR; DIRECTOR | — |
| Jennifer Staton | DIRECTOR | — |
| William Joseph Ambrogio | SR. WEALTH ADVISOR | MANAGING DIRECTOR | — |
| Kathryn E Madzsar | SR. WEALTH ADVISOR | MANAGING DIRECTOR | — |
| Frederick Daniel Mclaughlin | SR. WEALTH ADVISOR | MANAGING DIRECTOR | — |
| DEMSEY HEDWIG TERESA | DIRECTOR | — |
| NOVAK MICHAEL T | MANAGING DIRECTOR | — |
| THRANE DONNA LYNNE | DIRECTOR; SENIOR MANAGER | — |
| CAPUOZZO LAURA ANN | CHIEF COMPLIANCE OFFICER | — |
| AVENI ANTHONY | DIRECTOR | — |
| NOVAK MICHAEL THOMAS | MANAGING DIRECTOR | — |
| KADLIC JEFFREY D | PRESIDENT & COO | — |
| HYDE RICHARD C | DIRECTOR | — |
| TURGEON RICHARD JOSEPH | DIRECTOR | — |
| Staton Jennifer | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143112/similar
- Related entities: https://search.stillhousedata.com/firm/143112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143112

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.