Chief Compliance Officer

0001104659-24-055489.txt : 20240501 0001104659-24-055489.hdr.sgml : 20240501 20240501112118 ACCESSION NUMBER: 0001104659-24-055489 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240501 EFFECTIVENESS DATE: 20240501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wellspring Financial Advisors, LLC CENTRAL INDEX KEY: 0001811308 ORGANIZATION NAME: IRS NUMBER: 208013235 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20261 FILM NUMBER: 24901248 BUSINESS ADDRESS: STREET 1: 5885 LANDERBROOK DR STREET 2: SUITE 205 CITY: CLEVELAND STATE: OH ZIP: 44124 BUSINESS PHONE: 216-367-0680 MAIL ADDRESS: STREET 1: 5885 LANDERBROOK DR STREET 2: SUITE 205 CITY: CLEVELAND STATE: OH ZIP: 44124 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001811308 XXXXXXXX 03-31-2024 03-31-2024 false Wellspring Financial Advisors, LLC

5885 Landerbrook Dr Suite 205 Cleveland OH 44124

13F HOLDINGS REPORT 028-20261 N Laura Capuozzo Chief Compliance Officer 216-367-0680 /s/ Laura Capuozzo Cleveland OH 04-29-2024 0 142 632958592 INFORMATION TABLE 2 infotable.xml 111 INC ADS SPONSORED ADS 68247Q102 208856 3529 SH SOLE 0 0 3529 ABBOTT LABS COM COM 002824100 301226 2650 SH SOLE 0 0 2650 ABBVIE INC COM COM 00287Y109 508557 2793 SH SOLE 0 0 2793 ADOBE SYS INC COM 00724F101 230350 457 SH SOLE 0 0 457 ADVANCED MICRO DEVICES INC COM COM 007903107 277692 1539 SH SOLE 0 0 1539 ALPHABET INC CAP STK CL C CL C 02079K107 1722326 11312 SH SOLE 0 0 11312 AMAZON.COM INC COM 023135106 2670916 14808 SH SOLE 0 0 14808 AMGEN INC COM 031162100 762894 2683 SH SOLE 0 0 2683 AON CORP COM G0403H108 434553 1302 SH SOLE 0 0 1302 APPLE INC COM 037833100 5262150 30687 SH SOLE 0 0 30687 APPLIED MATLS INC COM COM 038222105 239202 1160 SH SOLE 0 0 1160 ARHAUS INC COM CL A COM CL A 04035M102 512025 33270 SH SOLE 0 0 33270 AUTOZONE INC NEV COM 053332102 223767 71 SH SOLE 0 0 71 BANK AMERICA CORP COM COM 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