WELLSPRING FINANCIAL ADVISORS, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 143112). Regulatory assets under management: $5.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| 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 | — |