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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Seven Springs Wealth Group LLC
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|---|---|
| CRD # | 127411 |
| SEC # | 801-64641 |
| CIK # | 0001803898 |
| AUM | $1.2 B (2025-07-31) |
| Employees | 18 (83% Investors, 0% Brokers) |
| Phone | 615-370-1253 |
| Address | 340 Seven Springs Way Brentwood, TN 37027-4536 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nu Holdings Ltd | 92.7 | ||
| Cigna Corp | 41.1 | ||
| Amazon Com Inc | 4.9 | ||
| Alphabet Inc | 4.1 | ||
| Duke Energy Corp | 4.1 | ||
| Verizon Communications Inc | 3.8 | ||
| Apple Inc | 3.2 | ||
| Microsoft Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 79.4 |
| (b) Individuals (high net worth individuals) | 168 | 976.0 |
| (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 | 17 | 151.0 |
| (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 | 1,534 | 1,206.4 |
| By Discretionary | ||
| Discretionary | 1,407 | 1,011.3 |
| Non-Discretionary | 127 | 195.1 |
| Total | 1,534 | 1,206.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.5 | |
| United States Persons | 1,195.9 | |
| Total | 1,534 | 1,206.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803898] |
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