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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 30, 2025 and May 22, 2026, reported AUM increased 30.9%, from $6.5B to $8.5B.
Across 5 reported observations, AUM increased 75.6% between November 14, 2022 and May 22, 2026, from $4.8B to $8.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 100 advisory representatives and 11,633 clients, or 116.3 clients per representative. That equates to $729.5K in reported AUM per client.
The profile lists 14 reported office locations and 10 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Sagespring Wealth Partners has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Sagespring Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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