Hedge Fund Database

SEVEN SPRINGS WEALTH GROUP, LLC

Adviser information for SEVEN SPRINGS WEALTH GROUP, LLC last updated from Form ADV on March 4th, 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 Tennessee, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 959 $730.2M
Non-Discretionary 98 $34.9M
Total 1,057 $765.1M

Clients

Type Number RAUM
Individuals 106 $44.4M
HNW Individuals 112 $720.7M
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 1
No. of Non-U.S. Clients 3
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-64641
SEC ERA File Number 801-64641
SEC CIK Numbers 1803898
SEC CRD Numbers 127411
Legal Entity Identifier None

Principal Office

340 SEVEN SPRINGS WAY
SUITE 710
BRENTWOOD
TN
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 615-370-1253, Fax: 615-370-2810

Websites

www.sevenspringswealth.com www.linkedin.com/company/sevensprings-wealth-llc www.facebook.com/sevenspringswealth www.instagram.com/sevenspringswg/ www.youtube.com/channel/ucixmlrjbsi0vbgxv1aieyvg

Chief Compliance Officer

JEREMY HUTZEL
PRESIDENT/MANAGING MEMBER
340 SEVEN SPRINGS WAY
STE 710
BRENTWOOD
TN
United States
Tel: 615-370-1253
Fax: 615-370-2810
(Full email address available in API data)

Regulatory Contact

KARLIE BURKHALTER
DIRECTOR OF OPERATIONS
340 SEVEN SPRINGS WAY
STE 710
BRENTWOOD
TN
United States
Tel: 615-370-1253
Fax: 615-370-2810
(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
HUTZEL, JEREMY, PATRICK Individual – PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/TRUSTEE/OWNER 02/2016 50-75%
Hutzel, Aubrie, Michelle Individual – TRUSTEE/OWNER 02/2024 50-75%
JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021 Domestic Entity – OWNER 02/2024 > 75%

No. Employees, Historic

10502020202120222023202420258 on 3/6/20208 on 5/22/20208 on 6/15/20208 on 9/24/20208 on 3/25/20218 on 4/13/20218 on 4/20/20218 on 9/17/20218 on 9/24/20218 on 3/9/20228 on 6/14/202210 on 2/22/202310 on 3/1/202310 on 4/28/202310 on 3/4/2024

RAUM, Historic

800M400M0202020212022202320242025462006062 on 3/6/2020462006062 on 5/22/2020462006062 on 6/15/2020462006062 on 9/24/2020528661219 on 3/25/2021528661219 on 4/13/2021528661219 on 4/20/2021528661219 on 9/17/2021528661219 on 9/24/2021664410221 on 3/9/2022664410221 on 6/14/2022575478288 on 2/22/2023575478288 on 3/1/2023575478288 on 4/28/2023765139458 on 3/4/2024

No. Clients, Historic

3001500202020212022202320242025157 on 3/6/2020157 on 5/22/2020157 on 6/15/2020157 on 9/24/2020143 on 3/25/2021143 on 4/13/2021143 on 4/20/2021143 on 9/17/2021143 on 9/24/2021194 on 3/9/2022194 on 6/14/2022213 on 2/22/2023213 on 3/1/2023213 on 4/28/2023218 on 3/4/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 255K 3K –
ACCENTURE PLC IRELAND SHS CLASS A 683K 2K –
ALPHABET INC CAP STK CL C 554K 3K –
ALPHABET INC CAP STK CL A 5M 29K –
AMAZON COM INC COM 5M 28K –
AMERICAN CENTY ETF TR INTL SMCP VLU 6M 100K –
APPLE INC COM 3M 14K –
BANK AMERICA CORP 7.25%CNV PFD L 3M 3K –
BERKSHIRE HATHAWAY INC DEL CL A 1M 2 –
COCA COLA CO COM 389K 6K –
CUMMINS INC COM 374K 1K –
DELL TECHNOLOGIES INC CL C 393K 3K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 1M 53K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 1M 41K –
DUKE ENERGY CORP NEW COM NEW 3M 34K –
EXXON MOBIL CORP COM 580K 5K –
FASTENAL CO COM 377K 6K –
GE AEROSPACE COM NEW 290K 2K –
GLOBAL X FDS GLB X MLP ENRG I 258K 5K –
HCA HEALTHCARE INC COM 393K 1K –
HOME DEPOT INC COM 1M 3K –
ISHARES TR CORE S&P500 ETF 5M 8K –
ISHARES TR IBONDS 27 ETF 14M 581K –
ISHARES TR GL CLEAN ENE ETF 696K 52K –
ISHARES TR CORE DIV GRWTH 61M 1M –
ISHARES TR CORE S&P US GWT 3M 25K –
ISHARES TR CORE MSCI EAFE 860K 12K –
ISHARES TR IBONDS DEC 29 14M 632K –
JOHNSON & JOHNSON COM 700K 5K –
LINDE PLC SHS 310K 707 –
MICROSOFT CORP COM 1M 2K –
NVIDIA CORPORATION COM 1M 9K –
ORACLE CORP COM 316K 2K –
PEPSICO INC COM 817K 5K –
QUALCOMM INC COM 339K 2K –
SALESFORCE INC COM 1M 4K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 5M 128K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 10M 175K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 9M 301K –
SCHWAB STRATEGIC TR US MID-CAP ETF 779K 10K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 14M 392K –
SELECT SECTOR SPDR TR INDL 344K 3K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 446K 3K –
SELECT SECTOR SPDR TR FINANCIAL 422K 10K –
SELECT SECTOR SPDR TR SBI CONS DISCR 312K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 10K –
SELECT SECTOR SPDR TR COMMUNICATION 327K 4K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 8M 228K –
SPDR SER TR S&P DIVID ETF 1M 8K –
THE CIGNA GROUP COM 42M 126K –
UNION PAC CORP COM 542K 2K –
VANGUARD INDEX FDS SMALL CP ETF 1M 6K –
VANGUARD INDEX FDS LARGE CAP ETF 349K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 971K 4K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 7M 156K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 225K 2K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 460K 8K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 5M 29K –
VANGUARD WORLD FD MEGA GRWTH IND 206K 657 –
VERIZON COMMUNICATIONS INC COM 3M 82K –
WELLS FARGO CO NEW PERP PFD CNV A 3M 2K –
WISDOMTREE TR US LARGECAP DIVD 262K 4K –