Kathryn Madzsar
Wellspring Family Office · Cleveland, Ohio
Kathryn Madzsar is a fee-only financial advisor at Wellspring Family Office in Cleveland, Ohio, who holds the CFP credential. Kathryn 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.
Request an introduction to Kathryn →
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 6896671 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.wellspringadvisorsllc.com |
| Profile |
Request an introduction to Kathryn
Tell Kathryn a little about what you're looking for. Kathryn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kathryn
Is Kathryn Madzsar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn 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 Kathryn charge for financial advice?
Kathryn's firm, Wellspring Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathryn Madzsar based?
Kathryn Madzsar is based in Cleveland, Ohio.
What does Kathryn specialize in?
Kathryn's specialties include tax planning, founders (pre-exit) and family wealth transfer. Kathryn works with multi-generational families.
What credentials does Kathryn Madzsar hold?
Kathryn Madzsar holds the CFP credential.
Is Kathryn Madzsar registered with the SEC?
Yes. Kathryn Madzsar is registered as an investment adviser representative in OH (CRD 6896671), 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 Kathryn Madzsar?
Through Kathryn'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.
See something wrong? Request a correction. Read our methodology.