Spring Street Wealth
SEC RegisteredSophisticated Wealth. Simplified.
About the firm
Founded by Brandon Sullivan, CFP®, Spring Street Wealth provides a selective, boutique advisory experience for professionals who want to make intelligent, long-term financial decisions. Brandon previously advised on over $1.2B in client assets during 15 years on Wall Street before establishing a firm built around clarity, tax awareness, and disciplined long-term structure.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth and investment management, tax-efficient portfolio construction, and equity compensation and liquidity event strategy, coordinated across taxes, liquidity needs, compensation structures, and long-term goals.
Who they serve
High-earning professionals, executives and founders with complex compensation, and business owners and private investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $4.4M |
| High Net Worth Individuals | 15 | $22M |
| Charitable Organizations | 2 | $40k |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Spring Street Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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