Oak Springs Wealth Management, LLC

Oak Springs Wealth Management, LLC (CRD# 164332) is a financial advisory firm headquartered in Knoxville, TN. They manage $48,470,976 in 157 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4817 Kingston Pike, Knoxville, TN 37919
http://www.oakspringswealth.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $308,732
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Oak Springs Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carol Johnson, financial advisor Knoxville TN
Carol E. Johnson
CRD#: 2664717
Knoxville, TN

Carol Johnson (CRD# 2664717) is an Investment Advisor Representative working at Oak Springs Wealth Management, LLC in Knoxville, TN and has over 26 years of experience in the finance industry.

2
George Lee, financial advisor Knoxville TN
George F. Lee
CRD#: 4389389
4817 Kingston Pike, Knoxville, TN 37919

George Lee (CRD# 4389389) is an Investment Advisor Representative working at Oak Springs Wealth Management, LLC in Knoxville, TN and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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