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SEVEN SPRINGS WEALTH GROUP

BRENTWOOD, TN · CRD 127411 · IAPD ↗ · sevenspringswealth.com · 615-370-1253

$1.41BRegulatory AUM
11Advisory reps
15Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SEVEN SPRINGS WEALTH GROUP shrank from 15 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — SEVEN SPRINGS WEALTH GROUP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2025 — SEVEN SPRINGS WEALTH GROUP grew from 8 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — SEVEN SPRINGS WEALTH GROUP crossed $1B in regulatory AUM ($765.1M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2024 — SEVEN SPRINGS WEALTH GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
November 2024 — SEVEN SPRINGS WEALTH GROUP notice-filed in GA, MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — SEVEN SPRINGS WEALTH GROUP, LLC is now doing business as SEVEN SPRINGS WEALTH GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
64
April 2024 — SEVEN SPRINGS WEALTH GROUP reported RAUM up 33% ($575.5M -> $765.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.