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SAGESPRING WEALTH PARTNERS
FRANKLIN, TN
615-861-6100
SEC #801-107971Total AUM
$8.5B
Employees
195Clients
11,623Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
701 COOL SPRINGS BLVD
SUITE 500
FRANKLIN
TN 37067
United States
SUITE 500
FRANKLIN
TN 37067
United States
Operating Hours
8:00-5:00 CST
Monday - Friday
Monday - Friday
Phone
615-861-6100
Other Offices
11
Financials
Total AUM
$8.5B
Accounts
41,069Discretionary
$8.5B
Accounts
41,069Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
9,498AUM
$3.4B
HNW Individual Clients
2,060AUM
$5B
Pension/Profit Sharing Plan Clients
9AUM
$10.5M
Charitable Organization Clients
21AUM
$20.8M
Insurance Company Clients
3AUM
$172.5K
Corporation or Business Clients
32AUM
$34.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.