Wellspring Financial Advisors
Wellspring Financial Advisors is a multi-family office headquartered in Cleveland. Founded in 2007 by CPA Michael Novak, whose roots lie in accounting and estate planning, the firm advises ultra-high-net-worth individuals and families on integrated investment...
Wellspring Financial Advisors
Wellspring Financial Advisors is a multi-family office headquartered in Cleveland. Founded in 2007 by CPA Michael Novak, whose roots lie in accounting and estate planning, the firm advises ultra-high-net-worth individuals and families on integrated investment management, tax planning, estate and wealth transfer, risk management, family governance and education. Its collaborative team structure aligns fiduciary advice with clients’ multigenerational goals while supporting philanthropic strategies and business succession planning.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
—
Location
Region
North America
Country
—
City
Cleveland
Corporate office
44124, Cleveland, Ohio, US, 5900 Landerbrook Drive, Suite 100
Frequently asked questions
What is Wellspring Financial Advisors?
Wellspring Financial Advisors is a multi family office headquartered in Cleveland.
When was Wellspring Financial Advisors founded?
Wellspring Financial Advisors was founded in 2007.
Where is Wellspring Financial Advisors headquartered?
Wellspring Financial Advisors is headquartered in Cleveland, in the North America region.
How many professionals work at Wellspring Financial Advisors?
Altss tracks approximately 41 professionals associated with Wellspring Financial Advisors.
What does Altss track for Wellspring Financial Advisors?
Altss maintains an OSINT-verified profile of Wellspring Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Wellspring Financial Advisors's website?
Wellspring Financial Advisors's public website is www.wellspringadvisorsllc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Wellspring Financial Advisors?
Wellspring Financial Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Wellspring Financial Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Wellspring Financial Advisors?
Wellspring Financial Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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