Investment adviser · CRD 127411
SEVEN SPRINGS WEALTH GROUP
Investment adviser filing (IA)
SEVEN SPRINGS WEALTH GROUP, LLC
BRENTWOOD, TN, United States · Form ADV filed Jun 1, 2026
- Regulatory AUM
- $1.41B Form ADV · Item 5.F
- Client accounts
- 1,771 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 11 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 | 201 | $1,170,599,953 | 83.2% |
| Retirement plans | 16 | $152,811,905 | 10.9% |
| Individuals | 183 | $84,199,555 | 6.0% |
Filing source
Form ADV 2110050 · Jun 1, 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: Jun 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 POWELL PLACE, SUITE 215BRENTWOOD, TN, 37027, United States
CRD 127411
Filing source
Form ADV 2110050 · Jun 1, 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.