# Sagespring Wealth Partners

> Sagespring Wealth Partners is an SEC-registered investment advisory firm in Franklin, TN, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 283515
- Filed as: SAGESPRING WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283515
- AdvisorCensus page: https://advisorcensus.com/firm/sagespring-wealth-partners-franklin-tn-283515

## Quick answers

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

**Where is Sagespring Wealth Partners located?**
Sagespring Wealth Partners' principal office is in Franklin, TN, according to its Form ADV; the August 2026 filing also lists 10 other offices (Schedule D, Section 1.F).

**Is Sagespring Wealth Partners registered with the SEC or a state?**
Sagespring Wealth Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283515.

**How much does Sagespring Wealth Partners manage?**
Sagespring Wealth Partners reports $8,486,110,061 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have Sagespring Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Sagespring Wealth Partners: Regulatory assets under management: $3,741,814,691 in the October 2021 data and $8,486,110,061 in the October 2026 data, up 127%. Total employees: 60 in October 2021 and 195 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sagespring Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9,498); high net worth individuals (2,060); corporations or other businesses not listed above (32).

**Which custodians does Sagespring Wealth Partners use?**
Sagespring Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sagespring Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283515

**What changed in Sagespring Wealth Partners' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $8,486,110,061
- Discretionary: $8,486,110,061
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9,498 | $3,394,344,066 |
| High net worth individuals | 2,060 | $5,026,078,634 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $10,528,646 |
| Charitable organizations | 21 | $20,798,907 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 3 | $172,507 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 32 | $34,187,301 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 195 total, 100 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Brentwood, TN
- Clarinda, IA
- Columbia, TN
- Frisco, TX
- Homewood, AL
- Knoxville, TN
- Lincoln, NE
- Omaha, NE
- San Antonio, TX
- Winter Park, FL

### Websites listed on Form ADV (Item 1.I)
- sagespring.com
- Facebook @sagespringwealthpartners
- LinkedIn @sagespring
- YouTube @sagespring

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,741,814,691 | 60 | March 29, 2021 |
| October 2022 | $4,833,977,046 | 80 | September 22, 2022 |
| October 2023 | $4,277,447,071 | 170 | June 6, 2023 |
| October 2024 | $5,502,859,482 | 173 | September 5, 2024 |
| October 2025 | $6,485,071,326 | 180 | March 28, 2025 |
| October 2026 | $8,486,110,061 | 195 | July 1, 2026 |

Regulatory assets under management: $3,741,814,691 in the October 2021 data and $8,486,110,061 in the October 2026 data, up 127%.
Total employees: 60 in October 2021 and 195 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 75 to 100.
- Regulatory assets under management went from $6,485,071,326 to $8,486,110,061 (+31%).
- Changed its office addresses in Frisco, TX.
- Changed its office addresses in Homewood, AL.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Changed its office addresses in San Antonio, TX.
- Added an office in Winter Park, FL.
- No longer lists an office in Orlando, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagespring Wealth Partners (CRD 283515): Form ADV filing data as of October 2026.