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Firms / California

Wealthspring

Long Beach, CA. Legal name: Wealthspring Partners, LLC

3 advisors$370 million managed5 offices

About the firm

A registered investment advisory firm based in Long Beach, California, with about 5 offices. It manages about $370 million for roughly 409 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.

How they work

How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$890,221
Assets under management ?$370 million
Individual clients409
Median years of experience–
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Advisors at Wealthspring

These advisors list Wealthspring as a current employer in their career history. Their main registration is with another firm, shown on each card.

3Advisors
–Median years of experience
1States with offices
5Offices
3 advisors · Wealthspring
Commonwealth Financial Network
27yrs
Jay Michael Douglas
Financial advisor
1360 Marsh Street
San Luis Obispo, CA 93401
Top 23% by experience nationwide
CFP®ChFCFiduciary
Call Directions
Commonwealth Financial Network
19yrs
Ashley Camille Boone
Financial advisor
5000 Airport Plaza Drive Suite 245
Long Beach, CA 90815
More experience than 57% of advisors nationwide
CFP®Fiduciary
Call Directions
Commonwealth Financial Network
11yrs
Tracy Ann Miu
Financial advisor
5000 Airport Plaza Drive Suite 245
Long Beach, CA 90815
11 years in the industry
FiduciaryPlanningInvesting
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Also known as

Wealthspring Partners, LLC

About Wealthspring

How do I contact Wealthspring?

Call the main office at 562-491-4410. The main office is at 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815.

How is Wealthspring paid?

The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Wealthspring offer?

Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.

How many advisors work at Wealthspring?

We list 3 advisors currently registered with the firm.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.