Samantha Rae Gilgosch
Investment adviser representative at Sagespring Wealth Partners
10 yearsExperience
2 statesRegistered in
$8.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sagespring Wealth Partners LLCFeb 2025 to now
- Sequoia Financial Group, LLCJun 2024 to Nov 2024
- Simplepath Wealth Management, LLCJan 2024 to Apr 2024
- Simplepath Insurance & Tax Planning, LLCDec 2023 to Apr 2024
- Great Waters FinancialJun 2022 to Dec 2023
- Sampair CpaDec 2021 to May 2022
- Parental LeaveAug 2021 to Nov 2021
- Manning'sMay 2021 to Aug 2021
- Dragon Ridge Country ClubJan 2018 to Apr 2021
- Cowboy JacksSep 2017 to Jan 2018
- Axel'sJan 2017 to Jan 2018
- Revere Golf ClubJan 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7663739
- Firm CRD
- 283515