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SEVEN SPRINGS WEALTH GROUP
SEVEN SPRINGS WEALTH GROUP, LLC
CRD 127411 · SEC 801-64641
200 POWELL PLACE, SUITE 215, BRENTWOOD, TN, 37027, United States
Phone
615-370-1253
Fax
615-370-2810
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.41B
Discretionary AUM
$1.21B
Team
15 total employees; 11 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $84.2M |
| High net worth individuals | 201 | $1.17B |
| Pension/profit sharing plans | 16 | $152.8M |
States served
CA, GA, KY, MS, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD