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RIA · CRD 338370State-Registered Investment Adviser

Updated:

WELLSPRING INVESTING

Wellspring Investing is a fee-only, state-registered Registered Investment Advisor based in Atlantic Mine, Michigan. It offers personalized portfolio...

Overview

Wellspring Investing is a fee-only, state-registered Registered Investment Advisor based in Atlantic Mine, Michigan. It offers personalized portfolio management and income-focused strategies under a fiduciary mandate, with transparent asset-based fees and no commissions. The firm builds tailored, tax-aware portfolios and combines dividend-focused strategies with conservative options overlays for cash flow and managed downside risk. Client assets are held through Interactive Brokers, with Charles Schwab as a backup custodian.

General information

Firm type

RIA

Location

City

Atlantic Mine

Principals

Austin Hilliker

Founder & Investment Adviser Representative (principal adviser)

Austin Hilliker

Founder & Investment Adviser Representative

Frequently asked questions

Who runs Wellspring Investing?

The specific principal or investment team running Wellspring Investing is not publicly named. No LinkedIn profiles or firm disclosures identify a CEO, CIO, or managing partner.

How large is Wellspring Investing?

Wellspring Investing does not report its AUM or deployment figures. No third-party sources provide an estimate of the firm's capital under management.

Does Wellspring Investing have a website?

No public website has been identified for Wellspring Investing. The firm does not appear to maintain an online presence that details its operations or team.

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