Investment adviser representative · Sagespring Wealth Partners
Justin B. Allen
CRD 7498102 · San Antonio, TX
At a glance
Justin B. Allen is an investment adviser representative with Sagespring Wealth Partners in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Justin’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Sagespring Wealth PartnersSince April 2024San Antonio, TX · $8.5B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Justin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Sagespring Wealth Partners
- Jeff W. WhalingSan Antonio
- Daniel A. AhlbrandtFranklin
- Matthew W. AtchisonOmaha
- Mary A. BallardFranklin
- Bradley H. BarnesFranklin · Certified Financial Planner
- John E. BaughFranklin
- Benjamin D. BiggsFrisco
- Max BortenschlagerFranklin
Every advisor at Sagespring Wealth Partners →Sagespring Wealth Partners: assets, clients and custodians →Financial advisors in San Antonio, TX →Advisor Moves: who changed firms this week →