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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-06-2016
- Office Locations
- 14
Office Locations
About Sagespring Wealth Partners
SageSpring Wealth Partners is a comprehensive, planning-based advisory firm serving individuals and families nationwide. The team delivers holistic financial planning and portfolio management with retirement income, tax-integrated planning (including CPA-led tax review/reporting and Roth/charitable strategies), and estate/trust coordination. Advisors are located across the country, and the firm has earned national workplace recognition and appeared on CityWire’s Growers lists.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM BRADLEY CLAYTON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Jeffrey Thomas Dobyns
Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #3120830
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Daniel Alan Ahlbrandt
Wealth Advisor
- CRD
- #7669482
Justin Briley Allen
--
- CRD
- #7498102
Showing 2 of 126 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,486,110,061 | $206,631 |
| Non-Discretionary | $0 | -- |
| Total | $8,486,110,061 | $206,631 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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