Mainspring Wealth Advisors, Llc
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ADV data as of Jan 30, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 43
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Delbert Frederick | Registered representative | CFP | Aug 2017 (9y) | |
| Jeremy Todd Taylor | Registered representative | CFP Chartered Financial Consultant | Aug 2017 (9y) | |
| Kevin Michael Skogen | Registered representative | Chartered Financial Consultant | Aug 2017 (9y) | |
| Trisha A Sanidad | Registered representative | Oct 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • NONE
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗