Investment adviser · CRD 329297
FIRESIDE CAPITAL ADVISORS
Investment adviser filing (IA)
SPRINGVEST WEALTH MANAGEMENT, LLC
DALLAS, TX, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $237M Form ADV · Item 5.F
- Client accounts
- 438 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 43 | $192,272,782 | 81.3% |
| Individuals | 97 | $34,172,709 | 14.4% |
| Charities | Fewer than 5 | $10,110,081 | 4.3% |
Filing source
Form ADV 2050180 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
14785 PRESTON ROAD, SUITE 590DALLAS, TX, 75254, United States
CRD 329297
Filing source
Form ADV 2050180 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.