CIO | Senior Managing Director · Wellspring Family Office
Richard J. Turgeon
CRD 2309831 · 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 Richard J. Turgeon on its Form ADV as CIO | Senior Managing Director.
Firms and roles
- Wellspring Family OfficeCIO | Senior Managing DirectorWealth manager · Cleveland, OH · $5.1B in regulatory assets
AtlasMembers
Richard’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
- Locked
- 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.
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Richard’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
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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)
- Michael T. NovakFounder & CEO, Wellspring Family Office
- Laura A. CapuozzoHead of Operations | Managing Director | CCO, Wellspring Family Office
- Jennifer StatonDirector, Wellspring Family Office
- Jeffrey D KadlicPresident & COO, Wellspring Family Office
- William J. AmbrogioSR. Wealth Advisor | Managing Director, Wellspring Family Office
1 more person named with Richard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.