Sagespring Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated March 27, 2026, reports $8.5B in regulatory assets under management, 195 employees, 11 offices, and 41,069 accounts.
Assets Under Management
$8.5B
Employees
195
Offices
11 offices
Total Clients
11,623
Primary office
FRANKLIN, TN
801 CRESCENT CENTRE DRIVE, SUITE 600, FRANKLIN, TN, United States
Top client segmentIndividuals represent 81.7% of total clients.
Top client categories% of clientsClients
1
Individuals
81.7%
9,498
2
HNWI
17.7%
2,060
3
Corporations
0.3%
32
4
Charitable
0.2%
21
5
Pension Plans
0.1%
9
Additional categories (<0.1%)
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.5Bas of March 27, 2026
Discretionary100.0%
$8.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.5B
Total Accounts41,069
10Y AUM Change+$7.4B (+665.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees195
Clients per Employee60:1
10Y Employee Change+142 (+267.9%)
* 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.