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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SEVEN SPRINGS WEALTH GROUP

SEVEN SPRINGS WEALTH GROUP, LLC, CRD 127411

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8aba61c3-12ef-70fc-5c1f-190e2f56d3d9

Data as of Jun 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 0
Observed: Mar 30, 2012 to Jun 1, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-06-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $176Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,771
Individual clients: 183
High net worth clients: 201
Custody, client assets: $566M
SEC number: 801-64641
CRD: 127411
Filings on the tape: 35
First filed: Mar 30, 2012
Latest filed: Jun 1, 2026
Organised: Limited Liability Company, TN
Website: sevenspringswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEREMY PATRICK HUTZEL	Certified Financial Planner\|Chartered Financial Analyst	BRENTWOOD, TN	16	21	n/a	no
JENNY ELAINE WILSON	Certified Financial Planner	BRENTWOOD, TN	12	18	n/a	no
Andrew Charles Michael	Chartered Financial Analyst	BRENTWOOD, TN	10	11	n/a	no
Paul McKanna	Chartered Financial Analyst	BRENTWOOD, TN	4	12	n/a	no
Matthew Parks	n/a	BRENTWOOD, TN	4	11	1	no
Dennis Charles Carter	Certified Financial Planner	BRENTWOOD, TN	3	14	n/a	no
Hunter Pierce Anderson	n/a	BRENTWOOD, TN	1	13	1	no
Michael Hunter Yarbrough	Certified Financial Planner	BRENTWOOD, TN	1	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUTZEL, JEREMY, PATRICK	PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	Na	yes	02/2016	Jun 1, 2026	Jun 1, 2026
Michael, Andrew, Charles	PARTNER & CHIEF INVESTMENT OFFICER	A	no	07/2025	Jun 1, 2026	Jun 1, 2026
WILSON, JENNY, ELAINE	PARTNER & DIRECTOR OF FINANCIAL PLANNING OFFICER	A	no	07/2025	Jun 1, 2026	Jun 1, 2026
Hutzel, Aubrie, Michelle	TRUSTEE/OWNER	D	no	02/2024	Mar 4, 2024	Nov 1, 2024
JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021	Owner	E	no	02/2024	Mar 4, 2024	Nov 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Brentwood	Tn	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$1.4B	$1.2B	15	11	0	n/a	n/a
2024	Mar 25, 2025	$1.2B	$1.0B	18	15	1	n/a	n/a
2023	Mar 4, 2024	$765M	$730M	10	8	0	n/a	n/a
2022	Feb 22, 2023	$575M	$544M	10	7	0	n/a	n/a
2021	Mar 9, 2022	$664M	$664M	8	5	0	n/a	n/a
2020	Mar 25, 2021	$529M	$529M	8	5	0	n/a	n/a
2019	Mar 6, 2020	$462M	$462M	8	5	0	n/a	n/a
2018	Mar 19, 2019	$344M	$344M	7	4	0	n/a	n/a
2017	Mar 21, 2018	$385M	$385M	7	4	0	n/a	n/a
2016	Mar 16, 2017	$320M	$320M	7	4	n/a	n/a	n/a
2015	Mar 22, 2016	$303M	$303M	5	4	n/a	n/a	n/a
2014	Mar 27, 2015	$282M	$282M	4	3	n/a	n/a	n/a
2013	Mar 28, 2014	$274M	$274M	5	3	n/a	n/a	n/a
2012	Mar 28, 2013	$250M	$250M	4	3	n/a	n/a	n/a
2011	Mar 30, 2012	$140M	$139M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	12.5%	0	1	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	16.7%	$575M	34.7%	15	18	0	1

Relationships

Registered with (11)

← Michael Hunter YarbroughAdvisorregistration: current employment
Jan 7, 2025 to presentfactForm ADV
← Hunter Pierce AndersonAdvisorregistration: current employment
Nov 4, 2024 to presentfactForm ADV
← Dennis Charles CarterAdvisorregistration: current employment
Mar 10, 2023 to presentfactForm ADV
← Matthew ParksAdvisorregistration: current employment
Aug 11, 2022 to presentfactForm ADV
← Paul McKannaAdvisorregistration: current employment
Jun 17, 2022 to presentfactForm ADV
← Andrew Charles MichaelAdvisorregistration: current employment
Jan 4, 2016 to presentfactForm ADV
← JENNY ELAINE WILSONAdvisorregistration: current employment
Mar 4, 2014 to presentfactForm ADV
← JEREMY PATRICK HUTZELAdvisorregistration: current employment
Feb 4, 2010 to presentfactForm ADV
← Robert Everett MeffordAdvisorregistration: previous registration
Jul 1, 2026 to Jul 31, 2026factForm ADV
← Blake Taylor HummelAdvisorregistration: previous registration
Jul 3, 2025 to Sep 11, 2025factForm ADV
← Kimberly VoigtAdvisorregistration: previous registration
Apr 6, 2022 to Jul 25, 2023factForm ADV

Controls (1)

← HUTZEL, JEREMY, PATRICKOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/TRUSTEE/OWNER, ownership code D, individual
Mar 30, 2012 to Nov 1, 2024factForm ADV

Owns (3)

← Michael, Andrew, CharlesOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Nov 1, 2024 to Nov 1, 2024factForm ADV
← Hutzel, Aubrie, MichelleOwnerTRUSTEE/OWNER, ownership code D, individual
Mar 4, 2024 to Nov 1, 2024factForm ADV
← JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021OwnerOWNER, ownership code E, domestic entity
Mar 4, 2024 to Nov 1, 2024factForm ADV

Dated events

Occurred
Jul 31, 2026
Advisor changed firm
Robert Everett Mefford left Seven Springs Wealth Group for Defining Wealth (registered 2026-08-26)
Form ADVobserved 5 days ago
Occurred
Sep 11, 2025
Advisor changed firm
Blake Taylor Hummel left Seven Springs Wealth Group for Defining Wealth (registered 2025-12-04)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2025
Regulatory AUM changed
Seven Springs Wealth Group reported RAUM $1.2B, up 58% from $765.1M (2024-11-01 to 2025-03-25)
Form ADVobserved 5 days ago
$441M
Occurred
Mar 4, 2024
Regulatory AUM changed
Seven Springs Wealth Group reported RAUM $765.1M, up 33% from $575.5M (2023-04-28 to 2024-03-04)
Form ADVobserved 5 days ago
$190M
Occurred
Jul 25, 2023
Advisor changed firm
Kimberly Voigt left Seven Springs Wealth Group for United Wealth Management, Llc (registered 2023-10-30)
Form ADVobserved 5 days ago
Occurred
Mar 9, 2022
Regulatory AUM changed
Seven Springs Wealth Group reported RAUM $664.4M, up 26% from $528.7M (2021-09-24 to 2022-03-09)
Form ADVobserved 5 days ago
$136M
Occurred
Mar 6, 2020
Regulatory AUM changed
Seven Springs Wealth Group reported RAUM $462.0M, up 34% from $343.8M (2019-03-19 to 2020-03-06)
Form ADVobserved 5 days ago
$118M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8aba61c3-12ef-70fc-5c1f-190e2f56d3d9
First observed: Mar 30, 2012
Last observed: Jun 1, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SEVEN SPRINGS WEALTH GROUP

SEVEN SPRINGS WEALTH GROUP, LLC, CRD 127411

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8aba61c3-12ef-70fc-5c1f-190e2f56d3d9

Data as of Jun 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEREMY PATRICK HUTZEL

Certified Financial Planner|Chartered Financial Analyst

BRENTWOOD, TN

n/a

JENNY ELAINE WILSON

Certified Financial Planner

BRENTWOOD, TN

n/a

Andrew Charles Michael

Chartered Financial Analyst

BRENTWOOD, TN

n/a

Paul McKanna

Chartered Financial Analyst

BRENTWOOD, TN

n/a

Matthew Parks

n/a

BRENTWOOD, TN

Dennis Charles Carter

Certified Financial Planner

BRENTWOOD, TN

n/a

Hunter Pierce Anderson

n/a

BRENTWOOD, TN

Michael Hunter Yarbrough

Certified Financial Planner

BRENTWOOD, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUTZEL, JEREMY, PATRICK

PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

yes

02/2016

Jun 1, 2026

Michael, Andrew, Charles

PARTNER & CHIEF INVESTMENT OFFICER

07/2025

Jun 1, 2026

WILSON, JENNY, ELAINE

PARTNER & DIRECTOR OF FINANCIAL PLANNING OFFICER

07/2025

Jun 1, 2026

Hutzel, Aubrie, Michelle

TRUSTEE/OWNER

02/2024

Mar 4, 2024

Nov 1, 2024

JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021

Owner

02/2024

Mar 4, 2024

Nov 1, 2024

City

State

Country

Employees

Also broker-dealer

Brentwood

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$1.4B

$1.2B

n/a

2024

Mar 25, 2025

$1.2B

$1.0B

n/a

2023

Mar 4, 2024

$765M

$730M

n/a

2022

Feb 22, 2023

$575M

$544M

n/a

2021

Mar 9, 2022

$664M

n/a

2020

Mar 25, 2021

$529M

n/a

2019

Mar 6, 2020

$462M

n/a

2018

Mar 19, 2019

$344M

n/a

2017

Mar 21, 2018

$385M

n/a

2016

Mar 16, 2017

$320M

n/a

2015

Mar 22, 2016

$303M

n/a

2014

Mar 27, 2015

$282M

n/a

2013

Mar 28, 2014

$274M

n/a

2012

Mar 28, 2013

$250M

n/a

2011

Mar 30, 2012

$140M

$139M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

16.7%

$575M

34.7%