SAGESPRING WEALTH PARTNERS
CRD #283515 SEC #801-107971 FRANKLIN, TN 615-861-6100
SEC Registered
Total AUM
$6.5B
Discretionary
$6.5B
Employees
180
Clients
101
Accounts
32,450
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $6.5B | $6.5B | $0 | 180 | 5 |
| Mar 2025 | $6.5B | $6.5B | $0 | 180 | 5 |
| Jan 2025 | $5.5B | $784.2M | $4.7B | 173 | 0 |
| Sep 2024 | $5.5B | $784.2M | $4.7B | 173 | 0 |
| Apr 2024 | $5.5B | $784.2M | $4.7B | 173 | 0 |
| Mar 2024 | $5.5B | $784.2M | $4.7B | 173 | 0 |
| Dec 2023 | $4.3B | $496.6M | $3.8B | 170 | 0 |
| Jun 2023 | $4.3B | $496.6M | $3.8B | 170 | 0 |
| Jun 2023 | $4.3B | $496.6M | $3.8B | 170 | 0 |
| Apr 2023 | $4.3B | $496.6M | $3.8B | 170 | 0 |
| Mar 2023 | $4.3B | $496.6M | $3.8B | 170 | 0 |
| Nov 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Nov 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Sep 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Sep 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Aug 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Jun 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Jun 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| May 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Apr 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Mar 2022 | $4.8B | $424M | $4.4B | 80 | 0 |
| Jan 2022 | $3.7B | $283.2M | $3.5B | 60 | 0 |
| Mar 2021 | $3.7B | $283.2M | $3.5B | 60 | 0 |
| Dec 2020 | $3B | $191.3M | $2.8B | 60 | 0 |
| Dec 2020 | $3B | $191.3M | $2.8B | 60 | 0 |
| Nov 2020 | $3B | $191.3M | $2.8B | 60 | 0 |
| Jun 2020 | $3B | $191.3M | $2.8B | 60 | 0 |
| Jun 2020 | $3B | $191.3M | $2.8B | 60 | 0 |
| Apr 2020 | $3B | $191.3M | $2.8B | 60 | 0 |
| May 2019 | $2.1B | $84.9M | $2.1B | 60 | 0 |
| Mar 2019 | $2.1B | $84.9M | $2.1B | 60 | 0 |
| Feb 2019 | $1.8B | $147M | $1.7B | 53 | 0 |
| Oct 2018 | $1.8B | $147M | $1.7B | 53 | 0 |
| Apr 2018 | $1.8B | $147M | $1.7B | 53 | 0 |
| Apr 2018 | $1.1B | $5.9M | $1.1B | 53 | 0 |
| Mar 2017 | $1.1B | $1.1B | $0 | 53 | 5,500 |
| Dec 2016 | $275.7M | $48.9M | $226.8M | 42 | 2,600 |
| Jun 2016 | $0 | $0 | $0 | 42 | 2,600 |
| Jun 2016 | $0 | $0 | $0 | 42 | 2,600 |
| Jun 2016 | $0 | $0 | $0 | 42 | 2,600 |
DateOct 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees180
Clients5
DateMar 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees180
Clients5
DateJan 2025
Total AUM$5.5B
Discretionary$784.2M
Non-Disc.$4.7B
Employees173
Clients0
DateSep 2024
Total AUM$5.5B
Discretionary$784.2M
Non-Disc.$4.7B
Employees173
Clients0
DateApr 2024
Total AUM$5.5B
Discretionary$784.2M
Non-Disc.$4.7B
Employees173
Clients0
DateMar 2024
Total AUM$5.5B
Discretionary$784.2M
Non-Disc.$4.7B
Employees173
Clients0
DateDec 2023
Total AUM$4.3B
Discretionary$496.6M
Non-Disc.$3.8B
Employees170
Clients0
DateJun 2023
Total AUM$4.3B
Discretionary$496.6M
Non-Disc.$3.8B
Employees170
Clients0
DateJun 2023
Total AUM$4.3B
Discretionary$496.6M
Non-Disc.$3.8B
Employees170
Clients0
DateApr 2023
Total AUM$4.3B
Discretionary$496.6M
Non-Disc.$3.8B
Employees170
Clients0
DateMar 2023
Total AUM$4.3B
Discretionary$496.6M
Non-Disc.$3.8B
Employees170
Clients0
DateNov 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateNov 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateSep 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateSep 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateAug 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateJun 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateJun 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateMay 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateApr 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateMar 2022
Total AUM$4.8B
Discretionary$424M
Non-Disc.$4.4B
Employees80
Clients0
DateJan 2022
Total AUM$3.7B
Discretionary$283.2M
Non-Disc.$3.5B
Employees60
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$283.2M
Non-Disc.$3.5B
Employees60
Clients0
DateDec 2020
Total AUM$3B
Discretionary$191.3M
Non-Disc.$2.8B
Employees60
Clients0
DateDec 2020
Total AUM$3B
Discretionary$191.3M
Non-Disc.$2.8B
Employees60
Clients0
DateNov 2020
Total AUM$3B
Discretionary$191.3M
Non-Disc.$2.8B
Employees60
Clients0
DateJun 2020
Total AUM$3B
Discretionary$191.3M
Non-Disc.$2.8B
Employees60
Clients0
DateJun 2020
Total AUM$3B
Discretionary$191.3M
Non-Disc.$2.8B
Employees60
Clients0
DateApr 2020
Total AUM$3B
Discretionary$191.3M
Non-Disc.$2.8B
Employees60
Clients0
DateMay 2019
Total AUM$2.1B
Discretionary$84.9M
Non-Disc.$2.1B
Employees60
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$84.9M
Non-Disc.$2.1B
Employees60
Clients0
DateFeb 2019
Total AUM$1.8B
Discretionary$147M
Non-Disc.$1.7B
Employees53
Clients0
DateOct 2018
Total AUM$1.8B
Discretionary$147M
Non-Disc.$1.7B
Employees53
Clients0
DateApr 2018
Total AUM$1.8B
Discretionary$147M
Non-Disc.$1.7B
Employees53
Clients0
DateApr 2018
Total AUM$1.1B
Discretionary$5.9M
Non-Disc.$1.1B
Employees53
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees53
Clients5,500
DateDec 2016
Total AUM$275.7M
Discretionary$48.9M
Non-Disc.$226.8M
Employees42
Clients2,600
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients2,600
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients2,600
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients2,600