OAK SPRINGS WEALTH MANAGEMENT, LLC
OAK SPRINGS WEALTH MANAGEMENT, LLC of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 164332). Regulatory assets under management: $44.4M.
Registration
- CRD: 164332
- SEC file number: 801-76888
- Type: Registered investment adviser
- Location: 6341 MIDDLEBROOK PIKE, KNOXVILLE, TN, 37909
- Phone: 865-312-7660
- Latest filing: 2026-03-10
- Regulatory AUM: $44.4M
- Discretionary AUM: $42.1M
- Non-discretionary AUM: $2.3M
- Clients: 2
- Accounts: 153
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Lee R Frederick | MEMBER | Lufkin, TX |
| JOHNSON CAROL EARLYWINE | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
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