Sagespring Wealth Partners

Firm record

As recorded in SEC IAPD

Firm CRD

283515

SEC number

801-107971

Firm type

RIA

Assets under management

$8.5B as of May 22, 2026

Website

www.facebook.com/sagespringwealthpartners ↗

Phone

615-861-6100

Address

701 Cool Springs Blvd, Franklin, TN, 37067

Advisors at this firm

113 in our index · page 3 of 3

• Kyler Kinsman SmithCRD 7560391 · Frisco, TX
  IA RegisteredRegistration inactive
• George Lucas SwatzellCRD 5649645 · Franklin, TN
  IA RegisteredRegistration inactive
• Jaxon Trevor SweetCRD 7727015 · San Antonio, TX
  IA Registered
• Cash TunstallCRD 6167075 · Franklin, TN
  IA RegisteredRegistration inactive
• Bryson Roy TayesCRD 7738786 · Brentwood, TN
  IA Registered
• Devonte Lamarcus Wayne ThomasCRD 6750784 · Franklin, TN
  IA RegisteredRegistration inactive
• Daniel Craig TrenthamCRD 7838937 · Franklin, TN
  IA RegisteredRegistration inactive
• Kevin UnderwoodCRD 7581938 · Brentwood, TN
  IA RegisteredRegistration inactive
• Keri VetereCRD 6838308 · Franklin, TN
  IA Registered
  Disclosure event(s) on record
• Bruce Jackson WilcoxCRD 7129583 · Franklin, TN
  IA RegisteredRegistration inactive
• Eli Nathaniel WattsCRD 7770092 · Franklin, TN
  IA RegisteredRegistration inactive
• Jeff Wayne WhalingCRD 7159594 · Frisco, TX
  IA RegisteredRegistration inactive
• Lauren Melissa WilliamsCRD 5504831 · Frisco, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.