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| Keyboard |
| Sagespring Wealth Partners
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|---|---|
| CRD # | 283515 |
| SEC # | 801-107971 |
| CIK # | 0002056425 |
| AUM | 8,486.1 M (2026-05-22) |
| Employees | 195 (51% Investors, 1% Brokers) |
| Phone | 615-861-6100 |
| Address | 701 Cool Springs Blvd Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,498 | 3.4 |
| (b) Individuals (high net worth individuals) | 2,060 | 5.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.0 |
| (h) Charitable organizations | 21 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41,069 | 8.5 |
| By Discretionary | ||
| Discretionary | 41,069 | 8.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41,069 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.5 | |
| Total | 41,069 | 8.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056425] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Forum Financial Management LP
✚
|
IL | 8,690.7 M |
|
Saturna Capital Corporation
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|
WA | 8,624.8 M |
|
Guided Choice Asset Management Inc
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|
NV | 8,549.6 M |
|
Mutual Advisors LLC
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|
NE | 8,545.4 M |
|
Horizon Investments LLC
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|
NC | 8,471.8 M |
|
BNY Mellon Securities Corporation
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|
NY | 8,448.7 M |
|
Douglas Lane & Associates LLC
✚
|
NY | 8,440.5 M |
|
Empirical Financial Services LLC
✚
|
WA | 8,429.0 M |
|
Elevation Point Wealth Partners LLC
✚
|
CO | 8,290.5 M |
|
Wealthcare Advisory Partners LLC
✚
|
PA | 8,288.1 M |