Springvest Wealth Management, LLC
● SEC registered since 2024CRD 329297SEC# 801-129657Dallas, TX
Reg. AUM
$236.6M
Employees
4
Accounts
438
Location
Dallas, TX
About Springvest Wealth Management
Springvest Wealth Management is associated with Fireside Capital Advisors, offering multi-generational and institutional investment management. It offers independent fiduciary advice free from product sales, grounded in planning conversations and enduring relationships.
Summary based on the firm’s website.
Springvest Wealth Management, LLC assets under management
Springvest Wealth Management, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2024. It reports $236.6 million in regulatory assets under management and employs 4 people.
Springvest Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rebecca J Wynne Control | Coo | 50-75% | 2023 |
| Timothy Lawrence Dwight Control | President And Cco | 50-75% | 2023 |
Frequently asked questions
How much does Springvest Wealth Management, LLC manage?
Springvest Wealth Management, LLC reports $236.6 million in regulatory assets under management on its Form ADV.
How many employees does Springvest Wealth Management, LLC have?
Springvest Wealth Management, LLC reports 4 employees.
Where is Springvest Wealth Management, LLC located?
Springvest Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2024.
Does Springvest Wealth Management, LLC disclose fund performance?
Springvest Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14785 Preston Road, Suite 590, Dallas, TX 75254 |
| Phone | 469-357-6370 |
| Office hours | 9-5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$236.6M▲ 15%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$236.6Mregulatory AUM
Discretionary $236.6M