Anna Vitale
Wellspring Family Office · Cleveland, Ohio
Anna Vitale is a fee-only financial advisor at Wellspring Family Office in Cleveland, Ohio, who holds the CFP credential. Anna focuses on tax planning, founders (pre-exit) and family wealth transfer. Wellspring Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Wellspring Family Office |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.06B across 2,051 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7766391 |
| Exams passed | Series 66 (2023) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.wellspringadvisorsllc.com |
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Questions about Anna
Is Anna Vitale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Wellspring Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, Wellspring Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anna Vitale based?
Anna Vitale is based in Cleveland, Ohio.
What does Anna specialize in?
Anna's specialties include tax planning, founders (pre-exit) and family wealth transfer. Anna works with multi-generational families.
What credentials does Anna Vitale hold?
Anna Vitale holds the CFP credential.
Is Anna Vitale registered with the SEC?
Yes. Anna Vitale is registered as an investment adviser representative in OH (CRD 7766391), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wellspring Family Office manage?
Wellspring Family Office reports $5.06B across 2,051 accounts in assets under management.
How do I contact Anna Vitale?
Through Anna's website, www.wellspringadvisorsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wellspring Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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