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SR. Wealth Advisor | Managing Director · Wellspring Family Office

Kathryn E Madzsar

CRD 6896671 · Named on Form ADV at one SEC-registered adviser

At a glance

Wellspring Family Office, an SEC-registered wealth manager based in Cleveland, OH with $5.1 billion in regulatory assets, lists Kathryn E Madzsar on its Form ADV as SR. Wealth Advisor | Managing Director.

Firms and roles

  • Wellspring Family OfficeSR. Wealth Advisor | Managing DirectorWealth manager · Cleveland, OH · $5.1B in regulatory assets

AtlasMembers

Kathryn’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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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2018 (8 years)
Designations
Certified Financial Planner
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Kathryn’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s 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 (6)

1 more person named with Kathryn on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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