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Seven Springs Wealth Group, LLC

● SEC registered since 2005CRD 127411SEC# 801-64641Brentwood, TN
Export (members)
Reg. AUM
$1.21B
Employees
18
Accounts
1,534
Location
Brentwood, TN

Seven Springs Wealth Group, LLC assets under management

Seven Springs Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Brentwood, TN. The firm has been registered since 2005. It reports $1.2 billion in regulatory assets under management and employs 18 people.

Seven Springs Wealth Group, LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew Charles MichaelChief Investment Officer5-10%2025
Jenny Elaine WilsonPartner & Director Of Financial Planning5-10%2025
Jeremy and Aubrie Hutzel Living Trust Dtd 11/30/2021OwnerOver 75%2024
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Frequently asked questions

How much does Seven Springs Wealth Group, LLC manage?

Seven Springs Wealth Group, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Seven Springs Wealth Group, LLC have?

Seven Springs Wealth Group, LLC reports 18 employees.

Where is Seven Springs Wealth Group, LLC located?

Seven Springs Wealth Group, LLC is based in Brentwood, TN and has been SEC-registered since 2005.

Does Seven Springs Wealth Group, LLC disclose fund performance?

Seven Springs Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address340 Seven Springs Way, Suite 710, Brentwood, TN 37027-4536
Phone615-370-1253
Fax615-370-2810
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.01B
Non-discretionary$195.1M
Total (RAUM)$1.21B