Elias
Young

Wellspring Financial Partners

CRD#7142676
Investment Advisor
in Tucson, AZ

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About this Advisor

Elias Young is a financial advisor based in Tucson, Arizona, working with Wellspring Financial Partners. Elias has previously held positions at Supreme Pizza, Sacramento City College, Romans Pizza, and Wellspring Financial Partners. Elias has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Elias is part of Wellspring Financial Partners, which operates out of Tucson, Arizona. The firm has 1 office and 11 employees. The firm manages assets totaling $832.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wellspring Financial Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4703 E. Camp Lowell Dr. Suite 135
Tucson, AZ 85712

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Wellspring Financial Partners Brokerage Details

Total Assets Under Management

$832,898,168

AZ Average: $1,555,372,352
Total Number of Employees

11

AZ Average: 37
Total Number of Accounts

391

AZ Average: 1,370
Average Account Size

$2,130,174

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Elias Young Work History

2019 - Present (5 years)

Wellspring Financial Partners

2015 - 2019 (4 years)

Supreme Pizza

2013 - 2015 (2 years)

Romans Pizza

2012 - 2016 (4 years)

Sacramento City College

Disclosures

Please visit the SEC profile of Elias Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wellspring Financial Partners

Nathan Pawlak
Tucson, AZ
Elias Young
Tucson, AZ
John Sentner
Tucson, AZ
Jacob Lingard
North Salt Lake, UT
Patrick Zumbusch
Tucson, AZ
Deirdre Kochanski
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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