RIA Intel›Advisers›Tennessee›SAGESPRING WEALTH PARTNERS

SAGESPRING WEALTH PARTNERS

Advisory

N·FRANKLIN, TN

Data as of May 22, 2026 · Source: SEC Form ADV

Total AUM

$8.5B

1-Year AUM Growth

+17.9%

3-Year CAGR

+10.3%

Employees

100

Assets Under Management

Total AUM$8.5B

Discretionary AUM$8.5B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10,811

Team

Total Employees100

Investment Advisers195

Employee Growth (1Y)+4.3%

Filing History

Total Filings on Record38

First FilingJun 7, 2016

Latest FilingMay 22, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SAGESPRING WEALTH PARTNERS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.