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FIRESIDE CAPITAL ADVISORS
SPRINGVEST WEALTH MANAGEMENT, LLC
CRD 329297 · SEC 801-129657
14785 PRESTON ROAD, SUITE 590, DALLAS, TX, 75254, United States
Phone
469-357-6370
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$236.6M
Discretionary AUM
$236.6M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $34.2M |
| High net worth individuals | 43 | $192.3M |
States served
CA, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD