Wellspring Family Office
Financial Services • 
Mayfield Heights, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 5900 Landerbrook Drive, Suite 100, Cleveland, Ohio 44124, US |
| Phone number | +12163670680 |
| Websites | |
| NAICS | 52 |
| Keywords | Business Succession, Investment Management, Life Planning, Income Tax Planning And Compliance, Financial And Estate Planning, Multi-Family Office, Estate And Wealth Transfer, Family Consulting And Education, Strategic Philanthropy And Administration |
| Founded | 2007 |
| Employees | 21-50 |
Key Contacts at Wellspring Family Office
Jeffrey Kadlic
President & Chief Operating Officer, Senior Managing Director
Michael Moran
Board Of Directors
Michael T. Novak
Chief Executive Officer
A'Shira Nelson
Director Of Quality Assurance & Training
Mac Mclaughlin
Senior Wealth Advisor, Managing Director
Jenna Staton
Senior Wealth Advisor, Managing Director
Germaine Martin
Senior Wealth Advisor, Senior Managing Director
Jocelyn Maldonado
Investment Operations, Director
Katie Madzsar
Senior Wealth Advisor, Managing Director
Robert Jackson
Senior Tax Advisor, Director
Wellspring Family Office Email Formats
Wellspring Family Office uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wellspringadvisorsllc.com), used 60.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wellspringadvisorsllc.com | 60.7% |
{first name}{last name} | johndoe@wellspringadvisorsllc.com | 35.7% |
{last name}{last name} | doedoe@wellspringadvisorsllc.com | 3.6% |
About Wellspring Family Office
At Wellspring Family Office, we view wealth as more than just a number. It is the foundation for a life well-lived. Guided by the mission Live Well. Sleep Well. Be Well., we support families in every aspect of their financial lives and the lives they touch. Through our one-call approach, we serve as a single point of connection for wealth and tax planning, investment management, family governance and education, and personal wellbeing. We simplify the complex, so families can focus on what matters most, while ensuring they are fully supported today and for generations to come.
Wellspring Family Office revenue & valuation
| Annual revenue | $3,251,090 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wellspring Family Office has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
Wellspring Family Office has never raised funding before.
Canada
Italy
Germany
Frequently asked questions
4.8
40,000 users
