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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sagespring Wealth Partners
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|---|---|
| CRD # | 283515 |
| SEC # | 801-107971 |
| CIK # | 0002056425 |
| AUM | $6.5 B (2025-03-28) |
| Employees | 180 (42% Investors, 0% Brokers) |
| Phone | 615-861-6100 |
| Address | 801 Crescent Centre Drive Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,274 | 2.8 |
| (b) Individuals (high net worth individuals) | 1,478 | 3.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 0.0 |
| (h) Charitable organizations | 18 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,811 | 6.5 |
| By Discretionary | ||
| Discretionary | 10,811 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,811 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 10,811 | 6.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056425] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Provident Trust Company
✚
|
WI | 6.6 |
|
Human Interest Advisors LLC
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|
CA | 6.6 |
|
First National Advisers LLC
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NE | 6.6 |
|
Gradient Investments LLC
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MN | 6.6 |
|
Carnegie Capital Asset Management LLC
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|
OH | 6.5 |
|
Aldrich Wealth Limited Partnership
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|
OR | 6.5 |
|
Ritholtz Wealth Management
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|
NY | 6.5 |
|
IHT Wealth Management LLC
✚
|
IL | 6.4 |
|
JMG Financial Group Ltd
✚
|
IL | 6.4 |
|
The Huntington Investment Company
✚
|
OH | 6.3 |