Sagespring Wealth Partners
● SEC registered since 2016CRD 283515SEC# 801-107971Franklin, TN
Reg. AUM
$8.49B
Employees
195
Accounts
41,069
Location
Franklin, TN
Sagespring Wealth Partners assets under management
Sagespring Wealth Partners is a registered investment adviser overseen by the SEC based in Franklin, TN. The firm has been registered since 2016. It reports $8.5 billion in regulatory assets under management and employs 195 people.
Sagespring Wealth Partners owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Harding Control | Chief Financial Officer | Under 5% | 2023 |
| Jeffery Bradford Bowlin Control | Chief Operating Officer | Under 5% | 2026 |
| Jeffrey Thomas Dobyns Control | President / Ceo | Under 5% | 2014 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sagespring Wealth Partners manage?
Sagespring Wealth Partners reports $8.5 billion in regulatory assets under management on its Form ADV.
How many employees does Sagespring Wealth Partners have?
Sagespring Wealth Partners reports 195 employees.
Where is Sagespring Wealth Partners located?
Sagespring Wealth Partners is based in Franklin, TN and has been SEC-registered since 2016.
Does Sagespring Wealth Partners disclose fund performance?
Sagespring Wealth Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Cool Springs Blvd, Suite 500, Franklin, TN 37067 |
| Phone | 615-861-6100 |
| Fax | 615-778-1789 |
| Office hours | 8:00-5:00 Cst |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.49B▲ 54%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$8.49Bregulatory AUM
Discretionary $8.49B