Sagespring Wealth Partners

Overview

Sagespring Wealth Partners is an SEC registered investment adviser based in Franklin, TN, registered since 2016. It reports $8.5B in assets under management across 41,069 accounts, with 195 employees. It has 123 investment adviser representatives.

Reported AUM

$8.5B

Discretionary

100%

Accounts

41,069

Average account

$207K

Employees

195

Advisory reps

123

Registered since

2016

Jurisdictions

53

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Jeffrey Thomas Dobyns President, Chief Executive Officer CRD 3120830
• Brian David Harding Chief Financial Officer CRD 4984973
• William Bradley Clayton Chief Compliance Officer CRD 7750477

Advisory reps 3 of 123

• Daniel Alan Ahlbrandt Investment Adviser Rep CRD 7669482
• Justin Briley Allen Investment Adviser Rep CRD 7498102
• Matthew W Atchison Insurance Agent · Investment Adviser Rep CRD 6084156

120 more advisory reps, with emails, phones and branch locations

Location

Headquarters

701 Cool Springs Blvd Ste 500
Franklin, TN 37067

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: sagespring.com

Every state, with registration dates

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