Investment adviser · CRD 158872
WELLSPRING FINANCIAL PARTNERS
Investment adviser filing (IA)
INVESTMENT METRICS, LLC
TUCSON, AZ, United States · Form ADV filed Mar 2, 2026
- Regulatory AUM
- $1.22B Form ADV · Item 5.F
- Client accounts
- 470 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 52 | $771,933,372 | 63.2% |
| High-net-worth individuals | 121 | $358,653,950 | 29.4% |
| Individuals | 297 | $90,438,324 | 7.4% |
Filing source
Form ADV 2057102 · Mar 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4703 E. CAMP LOWELL DRIVE, SUITE 135TUCSON, AZ, 85712, United States
CRD 158872
Filing source
Form ADV 2057102 · Mar 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.