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| Seven Springs Wealth Group LLC
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|---|---|
| CRD # | 127411 |
| SEC # | 801-64641 |
| CIK # | 0001803898 |
| AUM | 1,407.6 M (2026-06-01) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 615-370-1253 |
| Address | 200 Powell Place Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cigna Corp | 33.1 | ||
| Alphabet Inc | 6.2 | ||
| Verizon Communications Inc | 5.2 | ||
| Duke Energy Corp | 5.1 | ||
| Amazon Com Inc | 4.3 | ||
| Apple Inc | 3.5 | ||
| Home Depot Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 84.2 |
| (b) Individuals (high net worth individuals) | 201 | 1,170.6 |
| (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 | 16 | 152.8 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,771 | 1,407.6 |
| By Discretionary | ||
| Discretionary | 1,645 | 1,206.3 |
| Non-Discretionary | 126 | 201.3 |
| Total | 1,771 | 1,407.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.7 | |
| United States Persons | 1,398.9 | |
| Total | 1,771 | 1,407.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803898] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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