|
⚲
|
| Springvest Wealth Management LLC
✚
| |
|---|---|
| CRD # | 329297 |
| SEC # | 801-129657 |
| CIK # | |
| AUM | $270.4 MM (2024-07-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 469-357-6370 |
| Address | 14785 Preston Road Dallas, TX 75254 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 27.4 |
| (b) Individuals (high net worth individuals) | 45 | 155.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 87.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 270.4 |
| By Discretionary | ||
| Discretionary | 381 | 195.8 |
| Non-Discretionary | 7 | 74.6 |
| Total | 388 | 270.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.4 | |
| Total | 388 | 270.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 0.3 |
|
Reutemann Financial Solutions Inc
✚
|
MD | 0.3 |
|
Guidance Investment Advisors LLC
✚
|
IN | 0.3 |
|
Pinnacle Family Advisors LLC
✚
|
MO | 0.3 |
|
Eiger Wealth Management LLC
✚
|
CA | 0.3 |
|
Wealthview Capital LLC
✚
|
MS | 0.3 |
|
Castleview Partners LLC
✚
|
TX | 0.3 |
|
Coulter & Justus Financial Services LLC
✚
|
TN | 0.3 |
|
Stewardship Advisory Group LLC
✚
|
FL | 0.3 |
|
Braeburn Wealth Management LLC
✚
|
MI | 0.3 |