Wealthspring

Overview

Wealthspring is an SEC registered investment adviser based in Long Beach, CA, registered since 2022. It reports $37M in assets under management across 922 accounts, with 10 employees. It has 3 investment adviser representatives.

Reported AUM

$37M

Discretionary

100%

Accounts

922

Average account

$401K

Employees

10

Advisory reps

3

Registered since

2022

Jurisdictions

9

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Theodore Michael Athans Principal, Managing Partner CRD 3164104
• Jay Michael Douglas Partner, Chief Investment Strategist CRD 3138473
• Leanne Marie Drayton Chief Compliance Officer CRD 3142643

Advisory reps 3 of 3

• Ashley Camille Boone Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5310051
• Jay Michael Douglas Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3138473
• Tracy Ann Miu Registered Rep · Investment Adviser Rep CRD 6050237

Location

Headquarters

5000 Airport Plaza Dr Ste 245
Long Beach, CA 90815

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: wealthspringpartners.com

Every state, with registration dates

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