SageSpring Wealth Partners — advisor-owned transition in 2021

Transaction overview

Reported completed

Exact closing date not established.

SageSpring Wealth Partners stated in its June 16, 2026 announcement that it became advisor-owned in 2021. This historical ownership transition is distinct from the five new equity partners reported in 2026. The source did not identify an exact 2021 effective date, transaction structure, ownership percentages or consideration.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.