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Springvest Wealth Management, LLC

● SEC registered since 2024CRD 329297SEC# 801-129657Dallas, TX
Export (members)
Reg. AUM
$206.3M
Employees
4
Accounts
406
Location
Dallas, TX

Springvest Wealth Management, LLC assets under management

Springvest Wealth Management, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2024. It reports $206.3 million in regulatory assets under management and employs 4 people.
www.firesidecapital.comView on SEC.gov ↗

Springvest Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Rebecca J Wynne ControlCoo50-75%2023
Timothy Lawrence Dwight ControlPresident And Cco50-75%2023

Frequently asked questions

How much does Springvest Wealth Management, LLC manage?

Springvest Wealth Management, LLC reports $206.3 million in regulatory assets under management on its Form ADV.

How many employees does Springvest Wealth Management, LLC have?

Springvest Wealth Management, LLC reports 4 employees.

Where is Springvest Wealth Management, LLC located?

Springvest Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2024.

Does Springvest Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address14785 Preston Road, Suite 590, Dallas, TX 75254
Phone469-357-6370
Office hours9-5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$206.3M
Non-discretionary$0
Total (RAUM)$206.3M