Chief Compliance Officer

0001104659-23-090261.txt : 20230811 0001104659-23-090261.hdr.sgml : 20230811 20230811114325 ACCESSION NUMBER: 0001104659-23-090261 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wellspring Financial Advisors, LLC CENTRAL INDEX KEY: 0001811308 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: 231162340 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 06-30-2023 06-30-2023 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 08-10-2023 0 116 353461225 INFORMATION TABLE 2 infotable.xml 111 INC ADS SPONSORED ADS 68247Q102 217737 4300 SH SOLE 4299 0 0 ABBOTT LABS COM COM 002824100 360131 3303 SH SOLE 3303 0 0 ABBVIE INC COM COM 00287Y109 411344 3053 SH SOLE 3053 0 0 ALPHABET INC CAP STK CL C CL C 02079K107 823900 6811 SH SOLE 6810 0 0 AMAZON.COM INC COM 023135106 1267232 9721 SH SOLE 9721 0 0 AMGEN INC COM 031162100 557319 2510 SH SOLE 2510 0 0 AON CORP COM G0403H108 286186 829 SH SOLE 829 0 0 APPLE INC COM 037833100 4784999 24669 SH SOLE 24668 0 0 ARHAUS INC COM CL A COM CL A 04035M102 365050 35000 SH SOLE 35000 0 0 ARROWROOT ACQUISITION CORP CL A COM COM 04282M102 255535 24500 SH SOLE 24500 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 742698 2178 SH SOLE 2178 0 0 BITWISE CRYPTO INDUSTRY INNOVATORS ETF BITWISE CRYPTO 301505624 407741 50651 SH SOLE 50651 0 0 BLACKROCK MUN INCOME 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