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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

WELLSPRING FINANCIAL PARTNERS

INVESTMENT METRICS, LLC, CRD 158872

TUCSON, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f4e0065-93cb-c774-533a-3241d36836c3

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 16
On other graphs: 1
Observed: Feb 14, 2018 to Mar 2, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Wellspring Financial Partners

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $977M
Private client RAUM: $449MderivedItem 5.D individuals plus high net worth individuals
Private client share: 37%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 470
Individual clients: 297
High net worth clients: 121
Custody, client assets: $132M
SEC number: 801-112630
CRD: 158872
Filings on the tape: 32
First filed: Feb 14, 2018
Latest filed: Mar 2, 2026
Organised: Limited Liability Company, AZ

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KOCHANSKI, DEIRDRE, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	08/2011	Feb 14, 2018	Oct 23, 2024
ZUMBUSCH, PATRICK, JOHN	OWNER, MANAGING MEMBER	E	yes	08/2011	Feb 14, 2018	Oct 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$1.2B	$977M	10	3	1	n/a	n/a
2024	Mar 4, 2025	$1.0B	$810M	10	4	1	n/a	n/a
2023	Mar 18, 2024	$833M	$664M	11	4	1	n/a	n/a
2022	Mar 21, 2023	$691M	$559M	9	6	0	n/a	n/a
2021	Mar 22, 2022	$817M	$660M	6	5	0	n/a	n/a
2020	Mar 24, 2021	$684M	$549M	6	5	0	n/a	n/a
2019	Mar 26, 2020	$615M	$498M	7	6	1	n/a	n/a
2018	Mar 11, 2019	$472M	$373M	5	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	7	-6	n/a	0	5	0	1	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.0B	20.2%	$691M	20.9%	10	10	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Wellspring99	2	Jul 8, 2026	Aug 3, 2012	TUCSON, AZ	Team lift out	Other	40.0%
PARKWOODS WEALTH PARTNERS, LLC	2	Jul 8, 2026	Jun 19, 2026	TUCSON, AZ	Team lift out	RIA to RIA	40.0%

Relationships

Affiliated with (1)

← WELLSPRING99Registered adviserother investment adviser, common control
factForm ADV

Registered with (10)

← DEIRDRE MARIE KOCHANSKIAdvisorregistration: previous registration
Sep 21, 2011 to Jul 8, 2026factForm ADV
← PATRICK JOHN ZUMBUSCHAdvisorregistration: previous registration
Sep 21, 2011 to Jul 8, 2026factForm ADV
← JACOB RUDD LINGARDAdvisorregistration: previous registration
Oct 12, 2022 to Jul 8, 2026factForm ADV
← Jacob Andrew EdwardsAdvisorregistration: previous registration
Aug 26, 2025 to Jul 8, 2026factForm ADV
← Timothy Michael FleshmanAdvisorregistration: previous registration
Mar 21, 2025 to Jul 8, 2026factForm ADV
← Deborah KerrAdvisorregistration: previous registration
Sep 24, 2025 to Nov 7, 2025factForm ADV
← John Patrick SentnerAdvisorregistration: previous registration
Jun 24, 2022 to Sep 22, 2025factForm ADV
← Nathan Maxwell PawlakAdvisorregistration: previous registration
Apr 30, 2024 to May 21, 2025factForm ADV
← Elias YoungAdvisorregistration: previous registration
Aug 5, 2019 to Oct 23, 2024factForm ADV
← Richard Bruce PyleAdvisorregistration: previous registration
Oct 5, 2015 to Feb 22, 2022factForm ADV

Moved with (2)

→ PARKWOODS WEALTH PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Jul 8, 2026 to Jun 19, 2026factForm ADV
→ WELLSPRING99Registered adviser2 advisors, team lift out, same day
Jul 8, 2026 to Aug 3, 2012factForm ADV

Controls (2)

← KOCHANSKI, DEIRDRE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 14, 2018 to Oct 23, 2024factForm ADV
← ZUMBUSCH, PATRICK, JOHNOwnerOWNER, MANAGING MEMBER, ownership code E, individual
Feb 14, 2018 to Oct 23, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 8, 2026
Team lift-out
2 advisors left Wellspring Financial Partners (Tucson, AZ) for Wellspring99 on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jul 8, 2026
Team lift-out
2 advisors left Wellspring Financial Partners (Tucson, AZ) for Parkwoods Wealth Partners, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jul 8, 2026
Advisor changed firm
Jacob Andrew Edwards left Wellspring Financial Partners for Parkwoods Wealth Partners, Llc (registered 2026-06-10)
Form ADVobserved 5 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Patrick John Zumbusch left Wellspring Financial Partners for Wellspring99 (registered 2012-08-03)
Form ADVobserved 5 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Jacob Rudd Lingard left Wellspring Financial Partners for Parkwoods Wealth Partners, Llc (registered 2026-06-09)
Form ADVobserved 5 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Timothy Michael Fleshman left Wellspring Financial Partners for Parkwoods Wealth Partners, Llc (registered 2026-06-19)
Form ADVobserved 5 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Deirdre Marie Kochanski left Wellspring Financial Partners for Wellspring99 (registered 2012-08-03)
Form ADVobserved 5 days ago
Occurred
Nov 7, 2025
Advisor changed firm
Deborah Kerr left Wellspring Financial Partners for Thrivent Investment Management Inc. (registered 2025-12-24)
Form ADVobserved 5 days ago
Occurred
Sep 22, 2025
Advisor changed firm
John Patrick Sentner left Wellspring Financial Partners for Creative Planning (registered 2025-10-09)
Form ADVobserved 5 days ago
Occurred
May 21, 2025
Advisor changed firm
Nathan Maxwell Pawlak left Wellspring Financial Partners for Focus Partners Wealth, Llc (registered 2025-05-06)
Form ADVobserved 5 days ago
Occurred
Oct 23, 2024
Advisor changed firm
Elias Young left Wellspring Financial Partners for Independence Financial Planning Llc (registered 2024-11-22)
Form ADVobserved 5 days ago
Occurred
Feb 22, 2022
Advisor changed firm
Richard Bruce Pyle left Wellspring Financial Partners for Ashton Thomas Private Wealth (registered 2022-02-24)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Regulatory AUM changed
Wellspring Financial Partners reported RAUM $614.6M, up 30% from $472.0M (2019-11-01 to 2020-03-26)
Form ADVobserved 5 days ago
$143M
Occurred
Mar 11, 2019
Regulatory AUM changed
Wellspring Financial Partners reported RAUM $472.0M, up 347% from $105.6M (2018-03-24 to 2019-03-11)
Form ADVobserved 5 days ago
$366M
Occurred
Feb 14, 2018
First Form ADV filing
Wellspring Financial Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Aug 3, 2026
Wellspring Financial Partners no longer on the SEC adviser roster (last listed 2026-07-01, RAUM $1.2B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f4e0065-93cb-c774-533a-3241d36836c3
First observed: Feb 14, 2018
Last observed: Mar 2, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WELLSPRING FINANCIAL PARTNERS

INVESTMENT METRICS, LLC, CRD 158872

TUCSON, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f4e0065-93cb-c774-533a-3241d36836c3

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOCHANSKI, DEIRDRE, MARIE

CHIEF COMPLIANCE OFFICER

yes

08/2011

Feb 14, 2018

Oct 23, 2024

ZUMBUSCH, PATRICK, JOHN

OWNER, MANAGING MEMBER

yes

08/2011

Feb 14, 2018

Oct 23, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$1.2B

$977M

n/a

2024

Mar 4, 2025

$1.0B

$810M

n/a

2023

Mar 18, 2024

$833M

$664M

n/a

2022

Mar 21, 2023

$691M

$559M

n/a

2021

Mar 22, 2022

$817M

$660M

n/a

2020

Mar 24, 2021

$684M

$549M

n/a

2019

Mar 26, 2020

$615M

$498M

n/a

2018

Mar 11, 2019

$472M

$373M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-6

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.0B

20.2%

$691M

20.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Wellspring99

Jul 8, 2026

Aug 3, 2012

TUCSON, AZ

Team lift out

Other

40.0%

PARKWOODS WEALTH PARTNERS, LLC

Jul 8, 2026

Jun 19, 2026

TUCSON, AZ

Team lift out

RIA to RIA

40.0%