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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164332 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search