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

127

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, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual, small business and institutional mandates, plus pension consulting and selection-of-other-advisers services. It charges clients via percentage-of-AUM arrangements and also uses hourly and fixed-fee structures for some work. SageSpring is not flagged as an active ESG investor and is not a multi-state adviser for regulatory purposes. The firm lists an insurance company among its industry affiliations. Public recognition includes mentions in Citywire (50 Growers Across America, 2023 and 2025), Forbes (Top RIA Firms, 2024) and Barron's (Top 100 RIA Firms, 2025).