Michael Thomas Novak
Investment adviser representative at Wellspring Family Office
19 yearsExperience
2 statesRegistered in
PFSDesignation
$5.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Wellspring Family OfficeMay 2007 to now
- Wellspring Financial Advisors, LLCFeb 2007 to now
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Wellspring Family Office
Legal name: Wellspring Financial Advisors, LLC
$5.1BAssets managed
148Clients
9Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4343549
- Firm CRD
- 143112