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SAGESPRING WEALTH PARTNERS
CRD 283515 · SEC 801-107971
701 COOL SPRINGS BLVD, SUITE 500, FRANKLIN, TN, 37067, United States
Phone
615-861-6100
Fax
615-778-1789
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.49B
Discretionary AUM
$8.49B
Team
195 total employees; 100 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9498 | $3.39B |
| High net worth individuals | 2060 | $5.03B |
| Pension/profit sharing plans | 9 | $10.5M |
| Charitable organizations | 21 | $20.8M |
| Insurance companies | 3 | $173K |
| Corporations/business entities | 32 | $34.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD