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Managing Member · Wellspring Wealth Management LLC

Gregory A. Raabe

CRD 1550023 · Named on Form ADV at one SEC-registered adviser

At a glance

Wellspring Wealth Management LLC, an SEC-registered wealth manager based in Alpharetta, GA with $585 million in regulatory assets, lists Gregory A. Raabe on its Form ADV as Managing Member.

Firms and roles

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Gregory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John D. GloverChairman and Managing Partner, Wellspring Wealth Management LLC
  • Valeri J. BishopChief Compliance Officer, Wellspring Wealth Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.