← Directory
SAGESPRING WEALTH PARTNERS
CRD 283515File 801-107971
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.49B
Top 10% of cohort (national)
Discretionary AUM
$8.49B
Clients
11,623
41,069 accounts
Employees
195
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 6, 2016
- Principal office
- 701 COOL SPRINGS BLVD, SUITE 500, FRANKLIN, TN, 37067
- Phone
- 615-861-6100
- Website
- https://www.sagespring.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.49B
- Discretionary AUM
- $8.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 41,069
- Non-discretionary accounts
- 0
- Total accounts
- 41,069
- AUM per client
- $730K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $34.2M |
| Insurance companies | 3 | $173K |
| Charitable organizations | 21 | $20.8M |
| High net worth individuals | 2,060 | $5.03B |
| Pension and profit sharing plans | 9 | $10.5M |
| Individuals (other than high net worth individuals) | 9,498 | $3.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 180 | 195 | increased by15 |
| Apr 1, 2026 | Clients | 10,811 | 11,623 | increased by812 |
| Apr 1, 2026 | AUM | $6,485,071,326 | $8,486,110,061 | increased by$2,001,038,735 |
| Apr 1, 2026 | Accounts | 32,450 | 41,069 | increased by8,619 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 10,811 | 32,450 | increased by21,639 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 80 | 180 | increased by100 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10,279 | 10,811 | increased by532 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,833,977,046 | $6,485,071,326 | increased by$1,651,094,280 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24,840 | 10,811 | decreased by14,029 |
| Apr 1, 2022 | Employees | 60 | 80 | increased by20 |
| Apr 1, 2022 | Clients | 20,932 | 10,279 | decreased by10,653 |
| Apr 1, 2022 | AUM | $3,741,814,691 | $4,833,977,046 | increased by$1,092,162,355 |
| Apr 1, 2022 | Accounts | 20,932 | 24,840 | increased by3,908 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGESPRING WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGESPRING WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.