Mary Alexander Ballard

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 05/2025
  Pya Waltman Capital, Llc
  Knoxville, TN
• 08/2018 → 08/2022
  Student
  Knoxville, TN
• 08/2019 → 04/2021
  The Happy Envelope
  Knoxville, TN
• 03/2021 → 10/2021
  Pavilion At Hunter Valley Farm
  Knoxville, TN
• 01/2013 → 08/2019
  Self-Employeed
  Nolensville, TN
• 06/2025 → Present
  Sagespring Wealth Partners Llc
  Franklin, TN

Previous Registrations

• 2023-11-13 → 2025-05-16
  Pya Waltman Capital, Llc
  Knoxville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-08

Other Names

• Mary Alex Ballard