# Oak Springs Wealth Management, LLC

> Oak Springs Wealth Management, LLC is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 164332
- Filed as: OAK SPRINGS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Tennessee
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164332
- AdvisorCensus page: https://advisorcensus.com/firm/oak-springs-wealth-management-llc-164332

## Quick answers

**How is Oak Springs Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Springs Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Oak Springs Wealth Management, LLC registered with the SEC or a state?**
Oak Springs Wealth Management, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 164332.

**How much does Oak Springs Wealth Management, LLC manage?**
Oak Springs Wealth Management, LLC reports $44,420,991 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (95% discretionary).

**What types of clients does Oak Springs Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (37).

**Does Oak Springs Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164332

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $44,420,991
- Discretionary: $42,120,240
- Non-discretionary: $2,300,751

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $5,275,492 |
| High net worth individuals | 37 | $39,145,499 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakspringswealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Springs Wealth Management, LLC (CRD 164332): Form ADV filing data as of October 2026.