SEVEN SPRINGS WEALTH GROUP, LLC
Legal name: SEVEN SPRINGS WEALTH GROUP
CRD #127411 SEC #801-64641 BRENTWOOD, TN 615-370-1253
SEC Registered
Total AUM
$1.2B
Discretionary
$1B
Employees
18
Clients
251
Accounts
1,534
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.2B | $1B | $195.1M | 18 | 0 |
| Mar 2025 | $1.2B | $1B | $195.1M | 18 | 0 |
| Nov 2024 | $765.1M | $730.2M | $34.9M | 10 | 1 |
| Oct 2024 | $765.1M | $730.2M | $34.9M | 10 | 1 |
| Mar 2024 | $765.1M | $730.2M | $34.9M | 10 | 1 |
| Apr 2023 | $575.5M | $544.4M | $31.1M | 10 | 0 |
| Mar 2023 | $575.5M | $544.4M | $31.1M | 10 | 0 |
| Feb 2023 | $575.5M | $544.4M | $31.1M | 10 | 0 |
| Jun 2022 | $664.4M | $664.4M | $0 | 8 | 0 |
| Mar 2022 | $664.4M | $664.4M | $0 | 8 | 0 |
| Sep 2021 | $528.7M | $528.7M | $0 | 8 | 0 |
| Sep 2021 | $528.7M | $528.7M | $0 | 8 | 0 |
| Apr 2021 | $528.7M | $528.7M | $0 | 8 | 0 |
| Apr 2021 | $528.7M | $528.7M | $0 | 8 | 0 |
| Mar 2021 | $528.7M | $528.7M | $0 | 8 | 0 |
| Sep 2020 | $462M | $462M | $0 | 8 | 0 |
| Jun 2020 | $462M | $462M | $0 | 8 | 0 |
| May 2020 | $462M | $462M | $0 | 8 | 0 |
| Mar 2020 | $462M | $462M | $0 | 8 | 0 |
| Mar 2019 | $343.8M | $343.8M | $0 | 7 | 0 |
| Mar 2018 | $385.5M | $385.5M | $0 | 7 | 0 |
| Sep 2017 | $320.3M | $320.3M | $0 | 7 | 100 |
| Jul 2017 | $320.3M | $320.3M | $0 | 7 | 100 |
| Mar 2017 | $320.3M | $320.3M | $0 | 7 | 100 |
| Jun 2016 | $302.7M | $302.7M | $0 | 5 | 100 |
| Mar 2016 | $302.7M | $302.7M | $0 | 5 | 100 |
| Mar 2015 | $282.3M | $282.3M | $0 | 4 | 100 |
| Oct 2014 | $273.9M | $273.9M | $0 | 5 | 104 |
| Mar 2014 | $273.9M | $273.9M | $0 | 5 | 104 |
| Feb 2014 | $250.4M | $250.4M | $0 | 4 | 105 |
| Mar 2013 | $250.4M | $250.4M | $0 | 4 | 105 |
| Mar 2012 | $140M | $138.5M | $1.5M | 1 | 26 |
| Aug 2010 | $115.1M | $98M | $17.1M | 10 | -- |
| Apr 2010 | $115.1M | $98M | $17.1M | 10 | -- |
| Mar 2010 | $115.1M | $98M | $17.1M | 10 | -- |
| Sep 2008 | $107.9M | $107.9M | $0 | 5 | -- |
| Jan 2008 | $107.9M | $107.9M | $0 | 5 | -- |
| Dec 2007 | $107.9M | $107.9M | $0 | 5 | -- |
| Dec 2007 | $107.9M | $107.9M | $0 | 5 | -- |
| Mar 2006 | $80M | $17.9M | $62.1M | 5 | -- |
DateJul 2025
Total AUM$1.2B
Discretionary$1B
Non-Disc.$195.1M
Employees18
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1B
Non-Disc.$195.1M
Employees18
Clients0
DateNov 2024
Total AUM$765.1M
Discretionary$730.2M
Non-Disc.$34.9M
Employees10
Clients1
DateOct 2024
Total AUM$765.1M
Discretionary$730.2M
Non-Disc.$34.9M
Employees10
Clients1
DateMar 2024
Total AUM$765.1M
Discretionary$730.2M
Non-Disc.$34.9M
Employees10
Clients1
DateApr 2023
Total AUM$575.5M
Discretionary$544.4M
Non-Disc.$31.1M
Employees10
Clients0
DateMar 2023
Total AUM$575.5M
Discretionary$544.4M
Non-Disc.$31.1M
Employees10
Clients0
DateFeb 2023
Total AUM$575.5M
Discretionary$544.4M
Non-Disc.$31.1M
Employees10
Clients0
DateJun 2022
Total AUM$664.4M
Discretionary$664.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$664.4M
Discretionary$664.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$528.7M
Discretionary$528.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$528.7M
Discretionary$528.7M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$528.7M
Discretionary$528.7M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$528.7M
Discretionary$528.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$528.7M
Discretionary$528.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$462M
Discretionary$462M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$462M
Discretionary$462M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$462M
Discretionary$462M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$462M
Discretionary$462M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$343.8M
Discretionary$343.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees7
Clients100
DateJul 2017
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees7
Clients100
DateMar 2017
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees7
Clients100
DateJun 2016
Total AUM$302.7M
Discretionary$302.7M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$302.7M
Discretionary$302.7M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees4
Clients100
DateOct 2014
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees5
Clients104
DateMar 2014
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees5
Clients104
DateFeb 2014
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees4
Clients105
DateMar 2013
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees4
Clients105
DateMar 2012
Total AUM$140M
Discretionary$138.5M
Non-Disc.$1.5M
Employees1
Clients26
DateAug 2010
Total AUM$115.1M
Discretionary$98M
Non-Disc.$17.1M
Employees10
Clients--
DateApr 2010
Total AUM$115.1M
Discretionary$98M
Non-Disc.$17.1M
Employees10
Clients--
DateMar 2010
Total AUM$115.1M
Discretionary$98M
Non-Disc.$17.1M
Employees10
Clients--
DateSep 2008
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$80M
Discretionary$17.9M
Non-Disc.$62.1M
Employees5
Clients--