About Us WealthSpring Partners, LLC is a registered investment adviser, offering financial planning and asset management services to clients. WealthSpring Partners, LLC has been in business since 2016 and applied for registration as an investment adviser with the SEC in 2022. Its principal owners are Jay Douglas and Theodore Athans.
This brochure is designed to provide detailed and clear information relating to each item noted in the table of contents. Certain disclosures are repeated in one or more items, and/or other items are referred to in an effort to be as comprehensive as possible on the broad subject matters discussed. Within this Brochure, certain terms in either upper- or lowercase are used as follows:  “WealthSpring” “We,” “us,” and “our” refer to WealthSpring Partners, LLC.  “Advisor” refers to persons who provide investment recommendations or advice on behalf of WealthSpring Partners, LLC.  “You,” “yours,” and “client” refer to clients of WealthSpring Partners, LLC and its advisors. Description of Services Available WealthSpring offers a suite of investment advisory services and programs to its advisors for use with their clients. Our investment advisory services and programs are designed to accommodate a wide range of client investment philosophies, goals, needs, and investment objectives. Through these various advisory programs and services, clients have access to a wide range of securities products, including, but not limited to, common and preferred stocks; municipal, corporate, and government fixed income securities; mutual funds; exchange-traded products (“ETPs”); fixed and fixed-indexed insurance products, as well as other products and services, including a variety of asset allocation services, financial planning, and consulting services. Our advisors also offer advice related to direct participation programs, private placements, and other alternative investments, such as alternative energy programs, research and development programs, private equity, real estate programs, and pooled commodities futures programs. WealthSpring offers the following programs: Financial Planning Services WealthSpring provides financial planning and advisory services on a wide range of topics, including, but not limited to, comprehensive financial planning, budgeting and cash flow analysis, tax planning, major purchases, education planning, retirement income/longevity planning, portfolio analysis, estate planning analysis, investment analysis, business succession planning, employee benefits review, and executive benefit (equity compensation) analysis. Depending on your financial situation, WealthSpring may suggest addressing some or all of the above topics, in addition to topics that might not be listed here. The financial planning process begins by meeting with the client(s) to gather information on their assets, liabilities, investment objectives, risk tolerance, cash flows, occupation, family situation, values, and any immediate goals. Using this information, we will prepare financial projections to help the client determine whether they are on the right track and make recommendations as to any changes that might improve the client’s overall financial situation or probability of meeting their stated goals. Financial planning is a continuous and collaborative process, and WealthSpring encourages clients to engage in Financial Planning services on an ongoing basis. The fees for our ongoing Financial Planning services are listed in Item 5 of this brochure. WealthSpring strongly believes in the benefits of the financial planning process, and we encourage our clients to utilize our Financial Planning services. WealthSpring may in some circumstances require that a client utilize our Financial Planning services as a condition of working together. This may be required even if the client intends on also using WealthSpring’s Asset Management services, either now or in the future. We encourage all clients to engage with WealthSpring about our view of the importance of the financial planning process, with the understanding that they are in no way obligated to work with our firm should there be a fundamental disagreement about the terms of our engagement.
WealthSpring Partners, LLC has entered into an agreement with Commonwealth Financial Network (“Commonwealth”), an SEC registered investment adviser, to offer the Retirement Plan Consulting program. Retirement Plan Consulting Our advisors provide a fee-for-service consulting program whereby advisors offer ongoing advisory services to qualified retirement plans. Through the Retirement Plan Consulting Program, advisors assist plan sponsors with their fiduciary duties and provide individualized advice based upon the needs of the plan and/or plan participants regarding investment management matters, such as: oInvestment policy statement support oInvestment selection and monitoring oOverall portfolio composition o Participant advice programs o Vendor due diligence and selection assistance Asset Management Services WealthSpring Partners, LLC has entered into an agreement to offer clients access to certain programs offered by Commonwealth. Specifically, Commonwealth’s PPS Custom Program and PPS Select Program will be offered. Our asset management programs enable you, with the guidance of our advisors, to invest in a

wide range of securities products. These products include, but are not limited to, common and preferred stocks, corporate and municipal bonds, mutual funds, exchange-traded products (such as exchange-traded funds). The advisor typically acts as portfolio manager with full investment discretion although clients may elect (in very limited instances) to have the advisor manage the account on a nondiscretionary basis. When engaged to provide asset management services, our advisors will gather information on a client’s financial history, income and expenses, goals and objectives and assist the client in developing an appropriate asset allocation strategy based on the client’s unique individual needs. In general, clients will provide discretionary authority to WealthSpring Partners, LLC which enables your advisor to place trades in your account in accordance with the established objectives of the account, but without the need for the client to approve each trade in advance. The account is monitored by your advisor on a regular basis, and your advisor will meet with you no less than annually to review the account’s holdings and performance. Fees for our asset management services are described in Item 5 of this brochure and are based on the level of assets in your managed account.  PPS Custom Program: The PPS Custom Program enables an advisor to assist the client in developing a personalized investment portfolio using one or more investment types, including, but not limited to, stocks, bonds, mutual funds, exchange-traded funds (“ETFs”), UITs, variable and fixed-indexed annuities, and alternative investments. WealthSpring’s advisor typically acts as portfolio manager, with full investment discretion, although clients may elect to have the advisor manage the account on a nondiscretionary basis.  PPS Select: The PPS Select Program offers a variety of model portfolios from which investors may choose. The PPS Select model portfolios are created and managed on a discretionary basis by Commonwealth’s Investment Management and Research team. WealthSpring’s advisors will help the client determine which PPS Select models are best suited for the client based on his or her risk profile, investment objectives, and preferences, leaving the actual trading decisions to Commonwealth’s Investment Management and Research team. PPS Select offers a variety of model portfolios with varying investment product types, including mutual fund and ETF portfolios, equity portfolios, fixed income portfolios, and variable annuity subaccount portfolios. Clients participating in one or more of Commonwealth’s programs will receive a copy of Commonwealth’s Form ADV Part 2A brochure and/or Wrap Fee Brochure in addition to WealthSpring Partners Form ADV Part 2A. Clients should refer to Commonwealth’s Form ADV Part 2A and/or Wrap Fee Brochure for detailed information about Commonwealth and Commonwealth’s programs. Wrap Fee Programs The PPS Select program sponsored by Commonwealth and offered by WealthSpring Partners, LLC is considered a “wrap fee” program in which the client pays a specified fee (known as a “wrap fee”) for portfolio management services and trade execution. Wrap fee programs differ from non-wrap fee programs in that the asset management fee structure for wrap programs is intended to be largely all-inclusive, whereas non-wrap fee programs assess trade execution costs that are typically in addition to the asset management fee. The PPS Select program is managed in accordance with the investment methodology and philosophy of Commonwealth’s Investment Management and Research team. For the investment advisory services provided to you by Commonwealth, WealthSpring, and your advisor, Commonwealth, WealthSpring and your advisor receive a portion of the wrap fees you pay. Commonwealth receives a higher portion of the wrap fees you pay when you participate in Commonwealth’s PPS Select programs to compensate for the investment management and research services provided by the Commonwealth Investment Management and Research team. No Legal or Tax Advice Investment recommendations and advice offered by WealthSpring Partners, LLC and its advisors do not constitute legal or accounting advice. While WealthSpring Partners, LLC does offer tax return analysis as part of our services, we do not provide tax return preparation or formal tax advice. Clients should coordinate and discuss the impact of the financial advice they receive from their advisor with their attorney and accountant. Clients should also inform their advisor promptly of any changes in their financial situation, investment goals, needs, or objectives. Failure to notify the advisor of any material changes could result in investment advice not meeting the changing needs of the client. IRA Rollover Considerations As part of our financial planning and advisory services, we may provide you with recommendations and advice concerning your employer retirement plan or other qualified retirement account. When appropriate, we may recommend that you withdraw the assets from your employer’s retirement plan or other qualified retirement account and roll the assets over to an individual retirement account (“IRA”) to be managed by our firm. If you elect to roll the assets to an IRA under our management, we will charge you an asset-based fee as described in