RIA Intel›Advisers›Tennessee›SEVEN SPRINGS WEALTH GROUP, LLC

SEVEN SPRINGS WEALTH GROUP, LLC

Advisory

N·BRENTWOOD, TN

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

0.0%

3-Year CAGR

+12.7%

Employees

11

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.2B

Non-Discretionary AUM$201M

Discretionary %85.7%

Total Clients373

Team

Total Employees11

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record43

First FilingAug 16, 2005

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 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 SEVEN SPRINGS WEALTH GROUP, LLC

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