Adviser Profile
| As of Date | 03/22/2025 |
| Registration status | Registration Changed to COORDINATED WEALTH MANAGEMENT, L.L.C. |
| ADV Location | HENDERSONVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 104,591,294 6% |
| of that, discretionary | 104,591,294 6% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 510,201 22% |
| % High Net Worth | 30.00% 19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds