DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Sagespring Wealth Partners
Latest filing Jul 1, 2026
First filing on the tape Jun 7, 2016 · 46 filings
SEC status approved since Jul 6, 2016
RAUM
$8.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$8.4B individuals and HNW
Advisors
125
registered through the firm on IAPD
RAUM per advisor
$67.9M
derived; firm RAUM over IAPD count
Employees
195
100 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
0
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$8.5B as of Jul 1, 2026
Mar 31, 2017$1.1B then
HNW client RAUM$5.0B as of Jul 1, 2026
Apr 1, 2018$645M then
State-registered IARs (5.B.3)125 as of Jul 1, 2026
Mar 31, 201710 then
Employees (5.A)195 as of Jul 1, 2026
Mar 31, 201753 then
Private funds: no history
RAUM +31% over the last fiscal year+26% a year over threeIARs 105 to 125
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RAUM per advisor
- $69.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 94derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $206,631derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 10.3derived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- +19%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $1.2B, 2,868 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$5.0B59%
- Individuals$3.4B40%
- Corporations and businesses$34.2M0.4%
- Charitable organizations$20.8M0.2%
- Pension and profit-sharing plans$10.5M0.1%
- Insurance companies$172,5070.0%
- Individual clients
- 9,498reported
- HNW clients
- 2,060reported
- Pension plan clients
- 9reported
- Charitable clients
- 21reported
- Accounts
- 41,069reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.2B for 2,868 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
125 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard Glen Smith | Franklin, Tn | Sep 12, 2016 | 20 y | 2 |
| Zachary Byron HurdCertified Financial Planner | Franklin, Tn | Sep 20, 2016 | 14 y | 1 |
| John Durand NailCertified Financial Planner | Franklin, Tn | Sep 20, 2016 | 24 y | 3 |
| Bob Clay Sircy | Franklin, Tn | Sep 20, 2016 | 19 y | 2 |
| Tyler Cooper NaceCertified Financial Planner | Franklin, Tn | Sep 21, 2016 | 22 y | 2 |
| Bradley Haskins BarnesCertified Financial Planner | Franklin, Tn | Sep 28, 2016 | 18 y | 2 |
| Michael John PurifoyCertified Financial Planner | Franklin, Tn | Sep 28, 2016 | 20 y | 3 |
| Ryan Patrick HensleyCertified Financial Planner, Chartered Financial Consultant | Franklin, Tn | Sep 28, 2016 | 10 y | 1 |
| Mark Glennon DeeringCertified Financial Planner | Franklin, Tn | Sep 28, 2016 | 21 y | 2 |
| Emanuel Marquez GonzalezCertified Financial Planner | Franklin, Tn | Sep 28, 2016 | 14 y | 1 |
| Jason William Poe | Franklin, Tn | Sep 29, 2016 | 26 y | 3 |
| Travis Lee CullmanCertified Financial Planner | Franklin, Tn | Sep 29, 2016 | 13 y | 1 |
| Cash TunstallCertified Financial Planner | Franklin, Tn | Oct 5, 2016 | 13 y | 1 |
| Katie Anne CentofontiCertified Financial Planner | Franklin, Tn | Oct 5, 2016 | 20 y | 2 |
| Brian Michael HartCertified Financial Planner | Frisco, Tx | Oct 5, 2016 | 20 y | 2 |
| Drew Moore McmillinCertified Financial Planner | Franklin, Tn | Oct 5, 2016 | 16 y | 2 |
| Benjamin David Biggs | Frisco, Tx | Oct 5, 2016 | 18 y | 2 |
| Brandon Dabar HaumschiltCertified Financial Planner | Franklin, Tn | Oct 5, 2016 | 15 y | 2 |
| Ryan Stuart TerryCertified Financial Planner | Franklin, Tn | Oct 5, 2016 | 11 y | 1 |
| Jacob Carl PowellCertified Financial Planner | Franklin, Tn | Oct 6, 2016 | 12 y | 1 |
| Stephen James Lange | Franklin, Tn | Oct 10, 2016 | 18 y | 2 |
| George Lucas Swatzell | Franklin, Tn | Oct 10, 2016 | 16 y | 3 |
| Jason Thomas PlunkettCertified Financial Planner | Franklin, Tn | Oct 10, 2016 | 21 y | 1 |
| Robert Alexander Hamer | Franklin, Tn | Oct 21, 2016 | 15 y | 1 |
| William David Bratton | Franklin, Tn | Dec 5, 2016 | 10 y | 1 |
| Jesse Andrew Scroggins | Franklin, Tn | Dec 20, 2016 | 16 y | 2 |
| William Olon ScrogginsCertified Financial Planner | Birmingham, Al | Dec 20, 2016 | 18 y | 3 |
| Matthew William Atchison | Franklin, Tn | Dec 21, 2016 | 14 y | 1 |
| Eric John ShapiroCertified Financial Planner | Omaha, Ne | Dec 21, 2016 | 11 y | 1 |
| Jeffrey Charles CaseyCertified Financial Planner | Franklin, Tn | Dec 21, 2016 | 10 y | 1 |
| Jeffrey Thomas DobynsCertified Financial Planner, Chartered Financial Consultant | Franklin, Tn | Feb 13, 2017 | 24 y | 2 |
| Frederick Owen Haiman | Frisco, Tx | Feb 14, 2017 | 17 y | 1 |
| Duane Arthur Sturm | Clarinda, Ia | Feb 22, 2017 | 33 y | 2 |
| Amanda M BrookeCertified Financial Planner, Chartered Financial Consultant | Franklin, Tn | Mar 23, 2017 | 20 y | 2 |
| Elisa Denise Jones | Franklin, Tn | May 15, 2017 | 25 y | 3 |
| Brandon KewCertified Financial Planner | Clarinda, Ia | Jun 14, 2017 | 12 y | 0 |
| Melissa Melton JonesCertified Financial Planner | Franklin, Tn | Mar 12, 2018 | 10 y | 1 |
| Jordan Joseph WedellCertified Financial Planner | Franklin, Tn | Mar 29, 2018 | 10 y | 0 |
| Chase Macauley KeenCertified Financial Planner | Franklin, Tn | Apr 2, 2018 | 12 y | 0 |
| James Dorsey RidleyCertified Financial Planner | Franklin, Tn | Jun 11, 2018 | 10 y | 0 |
Advisor movement
4 left, 7 joined in 12 months
net +3 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 3.2% of current headcount28 left over 36 months
Left, latest
- Joel Kosch to Ameriprise Financial Services, LLCMay 31, 2026 · RIA to affiliated broker-dealer or bank
- Jessica Rose Colston to LPL Financial LLCMay 4, 2026 · RIA to affiliated broker-dealer or bank
- Ramann Satyam Kakani Nallamala to Raymond James Financial Services Advisors, IncMar 2, 2026 · RIA to affiliated broker-dealer or bank
- Winston Frederick Justice to Elevation Point Wealth Partners, LLCNov 25, 2025 · RIA to RIA
- Luke Bradley Walters to Vestia Personal Wealth AdvisorsSep 3, 2025 · RIA to RIA
- Luke Jefferson Powers to Visionary Horizons, LLCJul 31, 2025 · RIA to RIA
- Crystal A Imperiali to Raymond James & Associates, Inc.Jul 15, 2025 · RIA to affiliated broker-dealer or bank
- Michael Dean Shahan to Capwealth Advisors, LLCJul 1, 2025 · RIA to RIA
- Jennifer L Morris to Morgan StanleyNov 27, 2024 · RIA to wirehouse
- Cody W Stansell to Victory FinancialOct 7, 2024 · RIA to RIA
- Nathaniel Todd Davis to Victory FinancialOct 1, 2024 · RIA to RIA
- Andrew James Creme to Victory FinancialOct 1, 2024 · RIA to RIA
- Melissa Renee Evans to United Capital Financial AdvisorsSep 26, 2024 · RIA to RIA
- Luke H Fairchild to Raymond James & Associates, Inc.Sep 26, 2024 · RIA to affiliated broker-dealer or bank
- Daniel J Browne to Brighton Jones LLCSep 24, 2024 · RIA to RIA
Joined, latest
- Jonathan Workman from Morgan StanleyAug 5, 2026 · Wirehouse to independent RIA
- Lauren Melissa Williams from MML Investors Services, LLCMay 26, 2026 · Affiliated broker-dealer or bank to independent RIA
- Brennan Meyer Roach from Cambridge Investment Research Advisors, Inc.May 26, 2026 · Affiliated broker-dealer or bank to independent RIA
- Olivia Huckabay from New Edge WealthMar 27, 2026 · Affiliated broker-dealer or bank to independent RIA
- Krysia A Gannon from Robert W. Baird & Co. IncorporatedJan 12, 2026 · RIA to RIA
- Tyler Robert Howarth from Raymond James Financial Services Advisors, IncDec 24, 2025 · Affiliated broker-dealer or bank to independent RIA
- Max Bortenschlager from Cetera Investment Advisers LLCDec 23, 2025 · Affiliated broker-dealer or bank to independent RIA
- John Tyler Ernst from MML Investors Services, LLCSep 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Eli Nathaniel Watts from Alliancebernstein L.P.Aug 21, 2025 · Other
- Mary Alexander Ballard from Pya Waltman Capital, LLCJun 9, 2025 · RIA to RIA
- Jessica Rose Colston from Cwm, LLCMay 14, 2025 · Affiliated broker-dealer or bank to independent RIA
- Keri Vetere from Premier Private Wealth, LLCApr 17, 2025 · RIA to RIA
- Samantha Rae Gilgosch from Sequoia Financial Group, L.L.C.Feb 19, 2025 · RIA to RIA
- Bryant R Carpenter from Raymond James & Associates, Inc.Feb 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Joel Houston Hall from Raymond James & Associates, Inc.Feb 3, 2025 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Victory FinancialOct 1, 2024 · Franklin, Tn
- 2 left for Steward Partners Investment Advisory, LLCMay 3, 2024 · Franklin, Tn
- 6 left for Steward Partners Investment Advisory, LLCFeb 10, 2024 · Franklin, Tn
- 2 left for Commonwealth Financial NetworkAug 9, 2022 · Franklin, Tn
- 2 left for Commonwealth Financial NetworkDec 14, 2020 · Franklin, Tn
- 2 left for Commonwealth Financial NetworkAug 22, 2018 · Franklin, Tn
- 2 joined from Raymond James & Associates, Inc.Feb 10, 2025 · Winter Park, Fl
- 2 joined from Raymond James Financial Services Advisors, IncApr 19, 2022 · Omaha, Ne
- 2 joined from Raymond James Financial Services Advisors, IncJun 25, 2020 · Knoxville, Tn
- 2 joined from Raymond James Financial Services Advisors, IncDec 20, 2016 · Birmingham, Al
- 2 joined from Raymond James Financial Services Advisors, IncDec 20, 2016 · Omaha, Ne
- 29 joined from Raymond James Financial Services Advisors, IncDec 20, 2016 · Franklin, Tn
- 7 joined from Raymond James Financial Services Advisors, IncDec 20, 2016 · Frisco, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bradley William Clayton · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- Thomas Jeffrey Dobyns · President / Ceocontrolsince 07/2014 · owns less than 5%
- David Brian Harding · Chief Financial Officercontrolsince 02/2023 · owns less than 5%
Entity owners
- Sagespring Holdings, LLC · Shareholderdirect · owns 75% or more
- Sagespring Partners, LLC · Shareholderindirect · owns 75% or more of Sagespring Holdings, LLC
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Franklin, Tn · principal | 116 | 17 | 1 | ||
| Omaha, Ne | 15 | 3 | 1 | ||
| Frisco, Tx | 14 | 1 | 1 | ||
| Birmingham, Al | 6 | 0 | 1 | ||
| Knoxville, Tn | 5 | 1 | 0 | ||
| Winter Park, Fl | 4 | 1 | 0 | ||
| San Antonio, Tx | 3 | 0 | 0 | ||
| Clarinda, Ia | 3 | 0 | 0 | ||
| Columbia, Tn | 2 | 0 | 0 | ||
| Nashville, Tn | 0 | 0 | 0 | ||
| Brentwood, Tn | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Brentwood, TN14 employees
- Frisco, TX12 employees
- Omaha, NE10 employees
- Homewood, AL6 employees
- Knoxville, TN4 employees
- Columbia, TN3 employees
- Clarinda, IA3 employees
- San Antonio, TX2 employees
- Lincoln, NE1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 27, 2026accounts (Item 5.F.2.f) moved from 10,811.0 to 41,069.0 (+280.0%) between the annual amendments of 2025-03-28 and 2026-03-27; the peer median change was +8.0% (253 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $5B to $20B (253) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 32,450 to 41,069Oct 30, 2025 to Mar 27, 2026
- Advisory employees · 75 to 100Oct 30, 2025 to Mar 27, 2026
- BD registered reps · 0 to 2Oct 30, 2025 to Mar 27, 2026
- Charity clients · 18 to 21Oct 30, 2025 to Mar 27, 2026
- Corporate clients · 21 to 32Oct 30, 2025 to Mar 27, 2026
- HNW clients · 1,478 to 2,060Oct 30, 2025 to Mar 27, 2026
- Individual clients · 9,274 to 9,498Oct 30, 2025 to Mar 27, 2026
- Pension plan clients · 20 to 9Oct 30, 2025 to Mar 27, 2026
- Assets in custody · $712M to $1.2BOct 30, 2025 to Mar 27, 2026
- Employees · 180 to 195Oct 30, 2025 to Mar 27, 2026
- State-registered IARs · 105 to 125Oct 30, 2025 to Mar 27, 2026
- Discretionary RAUM · $6.5B to $8.5BOct 30, 2025 to Mar 27, 2026
- HNW RAUM · $3.7B to $5.0BOct 30, 2025 to Mar 27, 2026
- Individual RAUM · $2.8B to $3.4BOct 30, 2025 to Mar 27, 2026
- Pension RAUM · $14.5M to $10.5MOct 30, 2025 to Mar 27, 2026
- RAUM · $6.5B to $8.5BOct 30, 2025 to Mar 27, 2026
- Related insurance company · true to falseOct 30, 2025 to Mar 27, 2026
- Accounts · 10,811 to 32,450Mar 28, 2025 to Oct 30, 2025
- Accounts · 28,921 to 10,811Jan 21, 2025 to Mar 28, 2025
- Advisory employees · 98 to 75Jan 21, 2025 to Mar 28, 2025
- Advisory activities · 3 to 5Jan 21, 2025 to Mar 28, 2025
- BD registered reps · 98 to 0Jan 21, 2025 to Mar 28, 2025
- Charity clients · 0 to 18Jan 21, 2025 to Mar 28, 2025
- Corporate clients · 0 to 21Jan 21, 2025 to Mar 28, 2025
- HNW clients · 1,193 to 1,478Jan 21, 2025 to Mar 28, 2025
- Individual clients · 9,920 to 9,274Jan 21, 2025 to Mar 28, 2025
- Pension plan clients · 0 to 20Jan 21, 2025 to Mar 28, 2025
- Assets in custody · unset to 712461696.0Jan 21, 2025 to Mar 28, 2025
- Custody of client assets · false to trueJan 21, 2025 to Mar 28, 2025
- Employees · 173 to 180Jan 21, 2025 to Mar 28, 2025
- Financial planning clients · 251-500 to 101-250Jan 21, 2025 to Mar 28, 2025
- State-registered IARs · 98 to 105Jan 21, 2025 to Mar 28, 2025
- Other offices · 10 to 11Jan 21, 2025 to Mar 28, 2025
- Discretionary RAUM · $784M to $6.5BJan 21, 2025 to Mar 28, 2025
- HNW RAUM · $2.7B to $3.7BJan 21, 2025 to Mar 28, 2025
- Individual RAUM · $2.8B to $2.8BJan 21, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $4.7B to $0Jan 21, 2025 to Mar 28, 2025
- Pension RAUM · $0 to $14.5MJan 21, 2025 to Mar 28, 2025
- RAUM · $5.5B to $6.5BJan 21, 2025 to Mar 28, 2025
- Wrap assets (manager) · 1722169918.0 to unsetJan 21, 2025 to Mar 28, 2025
Signals
60 dated events
- Daniel Alan Ahlbrandt added a TX registration at Sagespring Wealth PartnersSep 15, 2026 · New state registration · fact
- Brennan Meyer Roach no longer holds an investment adviser registration (last listed at Sagespring Wealth Partners on the 2026-09-14 feed)Sep 14, 2026 · Advisor registration ended · derived
- Joseph Parker Mcclearn no longer holds an investment adviser registration (last listed at Sagespring Wealth Partners on the 2026-09-14 feed)Sep 14, 2026 · Advisor registration ended · derived
- Joel Kosch left Sagespring Wealth Partners for Ameriprise Financial Services, Llc (registered 2026-06-17)May 31, 2026 · Advisor changed firm · fact
- Jessica Rose Colston left Sagespring Wealth Partners for Lpl Financial Llc (registered 2026-04-22)May 4, 2026 · Advisor changed firm · fact
- Sagespring Wealth Partners reported RAUM $8.5B, up 31% from $6.5B (2025-10-30 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Ramann Satyam Kakani Nallamala left Sagespring Wealth Partners for Raymond James Financial Services Advisors, Inc (registered 2026-03-13)Mar 2, 2026 · Advisor changed firm · fact
- Winston Frederick Justice left Sagespring Wealth Partners for Elevation Point Wealth Partners, Llc (registered 2026-01-14)Nov 25, 2025 · Advisor changed firm · fact
- Luke Bradley Walters left Sagespring Wealth Partners for Vestia Personal Wealth Advisors (registered 2026-03-11)Sep 3, 2025 · Advisor changed firm · fact
- Luke Jefferson Powers left Sagespring Wealth Partners for Visionary Horizons, Llc (registered 2025-08-01)Jul 31, 2025 · Advisor changed firm · fact
- Crystal A Imperiali left Sagespring Wealth Partners for Raymond James & Associates, Inc. (registered 2025-08-12)Jul 15, 2025 · Advisor changed firm · fact
- Michael Dean Shahan left Sagespring Wealth Partners for Capwealth Advisors, Llc (registered 2025-07-17)Jul 1, 2025 · Advisor changed firm · fact
- 2 advisors left Raymond James & Associates, Inc. (Winter Park, FL) for Sagespring Wealth Partners on the same dayFeb 10, 2025 · Team lift-out · derived
- Jennifer L Morris left Sagespring Wealth Partners for Morgan Stanley (registered 2025-06-02)Nov 27, 2024 · Advisor changed firm · fact
- Cody W Stansell left Sagespring Wealth Partners for Victory Financial (registered 2024-10-08)Oct 7, 2024 · Advisor changed firm · fact
- Andrew James Creme left Sagespring Wealth Partners for Victory Financial (registered 2024-10-01)Oct 1, 2024 · Advisor changed firm · fact
- Nathaniel Todd Davis left Sagespring Wealth Partners for Victory Financial (registered 2024-10-10)Oct 1, 2024 · Advisor changed firm · fact
- 2 advisors left Sagespring Wealth Partners (Franklin, TN) for Victory Financial within 6 daysOct 1, 2024 · Team lift-out · derived
- Luke H Fairchild left Sagespring Wealth Partners for Raymond James & Associates, Inc. (registered 2025-04-16)Sep 26, 2024 · Advisor changed firm · fact
- Melissa Renee Evans left Sagespring Wealth Partners for United Capital Financial Advisors (registered 2024-09-19)Sep 26, 2024 · Advisor changed firm · fact
- Julia Aleksandrovna Hooper left Sagespring Wealth Partners for World Investment Advisors, Llc (registered 2024-08-08)Sep 24, 2024 · Advisor changed firm · fact
- Daniel J Browne left Sagespring Wealth Partners for Brighton Jones Llc (registered 2024-07-31)Sep 24, 2024 · Advisor changed firm · fact
- Lindsey Ann Wilson left Sagespring Wealth Partners for Raymond James Financial Services Advisors, Inc (registered 2024-07-18)Jun 20, 2024 · Advisor changed firm · fact
- Colton Trent Larue left Sagespring Wealth Partners for Victory Financial (registered 2024-04-11)May 3, 2024 · Advisor changed firm · fact
- Thomas Edward Noah Doerfler left Sagespring Wealth Partners for Steward Partners Investment Advisory, Llc (registered 2024-04-12)May 3, 2024 · Advisor changed firm · fact
- Samuel Jacob Rice left Sagespring Wealth Partners for Steward Partners Investment Advisory, Llc (registered 2024-05-21)May 3, 2024 · Advisor changed firm · fact
- 2 advisors left Sagespring Wealth Partners (Franklin, TN) for Steward Partners Investment Advisory, LLC on the same dayMay 3, 2024 · Team lift-out · derived
- Sagespring Wealth Partners reported RAUM $5.5B, up 29% from $4.3B (2023-12-12 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Lee Deborah Jenkins (Chief Compliance Officer) no longer on Schedule A of Sagespring Wealth Partners (listed 2023-12-12, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Bradley William Clayton (Chief Compliance Officer) appeared on Schedule A of Sagespring Wealth PartnersMar 28, 2024 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 866-712-1657reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/sagespringreportedpublic record, Form ADV, Sep 17, 2026
- Website
- sagespring.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 615-861-6100reportedpublic record, Form ADV, Jul 1, 2026
- Contact form
- sagespring.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- sagespring.com/advisorsreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $67.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026