SPRINGVEST WEALTH MANAGEMENT, LLC
Legal name: FIRESIDE CAPITAL ADVISORS
CRD #329297 SEC #801-129657 DALLAS, TX 469-357-6370
SEC Registered
Total AUM
$206.3M
Discretionary
$206.3M
Employees
4
Clients
11
Accounts
406
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $206.3M | $206.3M | $0 | 4 | 0 |
| Aug 2025 | $206.3M | $206.3M | $0 | 4 | 0 |
| Mar 2025 | $206.3M | $206.3M | $0 | 4 | 0 |
| Jul 2024 | $270.4M | $195.8M | $74.6M | 3 | 0 |
| Feb 2024 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$270.4M
Discretionary$195.8M
Non-Disc.$74.6M
Employees3
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0