SageSpring Wealth Partners

RIASEC RegisteredEst. 2016

Total AUM

$8.5B

Discretionary

$8.5B

100% of AUM

Avg account

$207K

Accounts

41,069

Employees

195

Advisory reps

126

Firm details

Headquarters: Franklin, Tennessee
CRD number: 283515
Registered since: July 6, 2016
Website: www.swinvestmentgroup.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.23%
Individuals40%
Corporations / Businesses0.4%
Charitable Organizations0.25%
Pension & Profit Sharing Plans0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

SageSpring Wealth Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selecting other advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. SageSpring does not identify as an active ESG investor. The firm has received industry recognition in recent years, including placement on Citywire’s "50 Growers Across America" (2023 and 2025), inclusion on Forbes’ list of Top RIA Firms (2024), and Barron’s Top 100 RIA Firms (2025).