Wealth Manager
    SEC Registered
    Manages Private Funds

    Sagespring Wealth Partners

    Registered investment advisor · Franklin, Tennessee · CRD #283515

    Assets Under Management
    $8.5B
    Client Accounts
    41,069
    Employees
    195
    CRD Number
    283515
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sagespring Wealth Partners

    SageSpring Wealth Partners is a financial advisory and wealth management firm based in Franklin, Tennessee, established in 2002. The company operates as a privately held corporation with 10 offices and over 180 employees across the United States. It manages approximately $4.28 billion in assets and employs 94 investment professionals. The firm focuses on providing comprehensive financial services, including financial planning, wealth management, investment guidance, and retirement planning. Sag

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sagespring Wealth Partners

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    Frequently Asked Questions

    What is Sagespring Wealth Partners's AUM?

    Sagespring Wealth Partners reports approximately $8.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sagespring Wealth Partners headquartered?

    Sagespring Wealth Partners is headquartered in Franklin, Tennessee.

    What is Sagespring Wealth Partners's CRD number?

    Sagespring Wealth Partners's CRD number is 283515. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sagespring Wealth Partners manage?

    Sagespring Wealth Partners manages approximately 41,069 client accounts according to its latest SEC filing.

    Is Sagespring Wealth Partners SEC registered?

    Yes, Sagespring Wealth Partners is registered with the SEC as an investment adviser with an approved registration status.

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