FIRESIDE CAPITAL ADVISORS

SPRINGVEST WEALTH MANAGEMENT, LLC Legal Name

Adviser information for FIRESIDE CAPITAL ADVISORS last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-129657
SEC ERA File Number 801-129657
SEC CIK Numbers None
SEC CRD Numbers 329297
Legal Entity Identifier None

Principal Office

14785 PRESTON ROAD
SUITE 590
DALLAS
TX
United States
Monday - Friday, 9-5 PM
Tel: 469-357-6370, Fax: None

Chief Compliance Officer

TIMOTHY DWIGHT
PRESIDENT
14785 PRESTON ROAD
SUITE 590
DALLAS
TX
United States
Tel: 469-357-6370
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DWIGHT, TIMOTHY, LAWRENCE Individual PRESIDENT AND CCO 11/2023 > 75%

No. Employees, Historic

1050202420253 on 2/8/2024

RAUM, Historic

000202420250 on 2/8/2024