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SAGESPRING WEALTH PARTNERS

FRANKLIN, TN · CRD 283515 · IAPD ↗ · 615-861-6100

$8.49BRegulatory AUM
100Advisory reps
195Employees
10Clients
101-250Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — SAGESPRING WEALTH PARTNERS reported RAUM up 31% ($6.49B -> $8.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — SAGESPRING WEALTH PARTNERS grew from 75 to 100 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — SAGESPRING WEALTH PARTNERS shrank from 98 to 75 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — SAGESPRING WEALTH PARTNERS added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — SAGESPRING WEALTH PARTNERS now reports custody of client assets ($712.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — SAGESPRING WEALTH PARTNERS's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
65
April 2024 — SAGESPRING WEALTH PARTNERS reported RAUM up 29% ($4.28B -> $5.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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