Anna Vitale
Investment adviser representative at Wellspring Family Office
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Wellspring Family OfficeMar 2026 to now
- Key Investment Services, LLCJun 2023 to Mar 2026
- Marcum WealthAug 2022 to Dec 2022
- Avery Dennison CorporationMay 2022 to Aug 2022
- John Carroll University Csdi OfficeAug 2021 to May 2023
- F.N.B. CorporationMay 2021 to Jul 2021
- Giant EagleMay 2020 to Jan 2021
- John Carroll UniversityAug 2019 to May 2023
- Excela Westmoreland HospitalFeb 2019 to Sep 2019
- Greensburg Central Catholic Junior-senior High SchoolAug 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7766391
- Firm CRD
- 143112