Oak Springs Wealth Management, LLC is an adviser based in Knoxville. It manages $68.07 million of regulatory assets for 144 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Georgia, Tennessee, and Texas.
Oak Springs Wealth Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and ancillary services, described in adv part 2a. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oak Springs Wealth Management, LLC is $68.07 million. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oak Springs Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Oak Springs Wealth Management, LLC performs its advisory services is located at 6341 Middlebrook Pike, Knoxville, TN 37909, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 865-312-7660 or by fax 865-312-7663. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at oakspringswm.com.