SEVEN SPRINGS WEALTH GROUP
SEC RegisteredOutcome-Driven Wealth Management
About the firm
Seven Springs Wealth offers comprehensive and personalized wealth and investment management tailored to clients' unique financial journeys. The firm guides executives, families, and entrepreneurs through complex financial challenges, delivering goal-driven solutions for sustained wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Retirement Planning, Tax Strategy, Investment Management, Business Exit Planning, Legacy Planning, Women & Wealth, Private Wealth, Family Office, and Private Investment Access — including public and private market investment management, tax-aware strategies, education planning, insurance analysis, corporate benefits advisory, and philanthropic tax planning.
Who they serve
Executives, families, and entrepreneurs across stages including emerging wealth, established wealth, senior leaders and founders, and multigenerational wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 183 | $84M |
| High Net Worth Individuals | 201 | $1.2B |
| Charitable Organizations | 16 | $153M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SEVEN SPRINGS WEALTH GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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