Seven Springs Wealth Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brentwood, TN. Its latest Form ADV filing, dated March 26, 2026, reports $1.4B in regulatory assets under management, 15 employees, and 1,771 accounts.
Assets Under Management
$1.4B
Employees
15
Offices
--
Total Clients
400
Primary office
BRENTWOOD, TN
340 SEVEN SPRINGS WAY, SUITE 710, BRENTWOOD, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.2% of total clients.
Top client categories% of clientsClients
1
HNWI
50.2%
201
2
Individuals
45.8%
183
3
Pension Plans
4.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 26, 2026
Discretionary85.7%
$1.2B
86% of total RAUM85.7%
Non-discretionary14.3%
$201M
14% of total RAUM14.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts1,771
10Y AUM Change+$1.1B (+339.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee27:1
10Y Employee Change+8 (+114.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.