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Sagespring Wealth Partners

● SEC registered since 2016CRD 283515SEC# 801-107971Franklin, TN
Export (members)
Reg. AUM
$6.49B
Employees
180
Accounts
10,811
Location
Franklin, TN

Sagespring Wealth Partners assets under management

Sagespring Wealth Partners is a registered investment adviser overseen by the SEC based in Franklin, TN. The firm has been registered since 2016. It reports $6.5 billion in regulatory assets under management and employs 180 people.
www.facebook.com/sagespringwealthpartnersView on SEC.gov ↗

Sagespring Wealth Partners owners & executives

6 reported
NameTitleOwnershipSince
Brian David Harding ControlChief Financial OfficerUnder 5%2023
Jeffrey Thomas Dobyns ControlPresident / CeoUnder 5%2014
Sagespring Holdings, LLC ControlShareholderOver 75%2021
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Frequently asked questions

How much does Sagespring Wealth Partners manage?

Sagespring Wealth Partners reports $6.5 billion in regulatory assets under management on its Form ADV.

How many employees does Sagespring Wealth Partners have?

Sagespring Wealth Partners reports 180 employees.

Where is Sagespring Wealth Partners located?

Sagespring Wealth Partners is based in Franklin, TN and has been SEC-registered since 2016.

Does Sagespring Wealth Partners disclose fund performance?

Sagespring Wealth Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address801 Crescent Centre Drive, Suite 600, Franklin, TN 37067
Phone615-861-6100
Fax615-778-1789
Office hours8:00-5:00 Cst
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$6.49B
Non-discretionary$0
Total (RAUM)$6.49B