SourcingSourcing

SAGESPRING WEALTH PARTNERS

C16
CRD 283515·SEC 801-107971·FRANKLIN, TN
AUM
$8.49B
$1B+
Est. Revenue
$84.9M
@ 1% on AUM
Est. EBITDA
$25.5M
@ 30% margin
Est. Deal Value
$203.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAGESPRING WEALTH PARTNERS
CRD
283515
SEC file #
801-107971
EIN
471471217
DBA names
—

Economics

AUM
$8.49B
AUM band
$1B+
AUM trajectory
'20'26
$2.15B → $8.49B▲ +295%
Client mix
Individuals Other9,498
Individuals High Net Worth2,060
Corporations32
Charitable Organizations21
Pension Profit Sharing Plans9

Operations

Employees (total)
195
Advisory staff (per ADV)
100
Advisory staff (5-yr trend)
'20'26
55 advisors → 100 advisors▲ +82%
Primary office
FRANKLIN TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
facebook.com/sagespringwealthpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SAGESPRING HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
SAGESPRING HOLDINGS, LLC
BOWLIN, JEFFERY, BRADFORD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sagespring.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
357
Form 5500 Total Compensation
183,918
Form 5500 Compensation Trajectory 3y
2025183,918
20240
Form 5500 Plan Count Trajectory 3y
20242
20252
Schedule C Total Compensation
183,918
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0002056425
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0002056425-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
801 CRESCENT CENTRE DRIVESUITE 600FRANKLIN, TN 37067
Business
801 CRESCENT CENTRE DRIVESUITE 600FRANKLIN, TN 37067
Edgar EIN
471471217
Edgar Recent Filings
13F-HR2026-05-07 · 0002056425-26-000002
13F-HR2026-01-07 · 0002056425-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (53)

53
BOWLIN, JEFFERY, BRADFORD
IAR · Executive Officer · 2.5%
6186426
CLAYTON, WILLIAM, BRADLEY
Executive Officer · 2.5%
7750477
DOBYNS, JEFFREY, THOMAS
Executive Officer · 2.5%
3120830
HARDING, BRIAN, DAVID
Executive Officer · 2.5%
4984973
FREDERICK OWEN HAIMAN
IAR
6469568
Elliot Gild
IAR
7408903
Garrett Smith
IAR
7527233
TIMOTHY ANDREW JOHNSON
IAR
6823573
Bradley Quentin Holloway
IAR
7492656
Caroline Grace Kroll
IAR
7978094
John Gleason
IAR
8083934
Mary Alexander Ballard
IAR
7812413
Selah Morgan Ray
IAR
8090007
Samuel Pritchard
IAR
8137376
John Tyler Ernst
IAR
7378241
Wyatt Lane Gilbert
IAR
8171790
Thomas Ryan Pugsley
IAR
7831918
Eli Nathaniel Watts
IAR
7770092
Charles Donald McDonald
IAR
8134398
Daniel Alan Ahlbrandt
IAR
7669482
Robert Cade Russell
IAR
7560370
Nathan Mueting
IAR
7733827
Ian Gensler
IAR
8191839
Isaac Todd Lindell
IAR
7378709
Krysia A Gannon
IAR
6709217
ROBERT ALEXANDER HAMER
IAR
5870037
Kai Meacham
IAR
7704292
Jaxon Trevor Sweet
IAR
7727015
JOEL HOUSTON HALL
IAR
6493140
Conner Dale Crocker
IAR
7812718
Kyle Barton Jackson
IAR
8212202
Keri Vetere
IAR
6838308
KYLE SHAFFER HEWLETT
IAR
1278322
Mariam Elisabeth Mikhail
IAR
8232728
John Edwin Baugh
IAR
8222375
PARKER ALLEN GREEN
IAR
7778743
Jacob Alexander Byers
IAR
7406669
Daniel Craig Trentham
IAR
7838937
Anna Feld
IAR
8232735
DANIEL TODD PETERMAN
IAR
6538748
WILLIAM OLON SCROGGINS
IAR
5478586
JACOB CARL POWELL
IAR
6209768
MATTHEW WILLIAM ATCHISON
IAR
6084156
George Lucas Swatzell
IAR
5649645
JOHN DURAND NAIL
IAR
4497190
RYAN STUART TERRY
IAR
6351741
DREW MOORE MCMILLIN
IAR
5736112
BENJAMIN DAVID BIGGS
IAR
5323714
JASON WILLIAM POE
IAR
4039935
CHASE MACAULEY KEEN
IAR
6854649
JAMES DANIEL GRENN
IAR
6746624
Marco Silva
IAR
6813323
Jeffrey Charles Casey
IAR
6616204