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Spring Street Wealth

EST. AUM
$26,440,000

CONTACTS
1

CLIENT ACCOUNTS
76

Firm Details

Metro area New York City
CRD Number 338643
Website springstreetwealth.com
Client types

Overview

Spring Street Wealth is a newly formed SEC-registered investment adviser founded in 2025 and led by its principal, Brandon Sullivan. The firm provides discretionary portfolio management, financial planning, and comprehensive wealth-management services for high-earning professionals, executives, business owners, and private investors. Spring Street positions itself as a “personal CFO” for clients, emphasizing tax-efficient wealth strategies, long-term planning, and coordinated financial oversight.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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