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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DWIGHT, TIMOTHY, LAWRENCE | I | PRESIDENT AND CCO | E | Control |
| DWIGHT, TIMOTHY, LAWRENCE | I | PRESIDENT AND CCO | D | Control |
| DWIGHT, TIMOTHY, LAWRENCE | I | PRESIDENT AND CCO | D | Control |
| DWIGHT, TIMOTHY, LAWRENCE | I | PRESIDENT AND CCO | D | Control |
| DWIGHT, TIMOTHY, LAWRENCE | I | PRESIDENT AND CCO | D | Control |
| Wynne, Rebecca, J | I | COO | D | Control |
| Wynne, Rebecca, J | I | COO | D | Control |
| Wynne, Rebecca, J | I | COO | D | Control |
| Wynne, Rebecca, J | I | COO | D | Control |
Registrations
Federal
IA
Sep 17, 2025 REGISTERED
Notice Filings (4)
CA FL LA TX
Address
14785 PRESTON ROADSUITE 590
DALLAS, TX 75254
United States
Phone: 469-357-6370