COORDINATED WEALTH MANAGEMENT, L.L.C.
  • COORDINATED WEALTH MANAGEMENT, L.L.C.
  • COORDINATED WEALTH MANGEMENT, L.L.C.

Adviser Profile

As of Date 01/23/2026
Registration SEC, Approved, 03/20/2025
Other registrations (9)
Former registrations

COORDINATED WEALTH MANAGEMENT, L.L.C.

ADV Location HENDERSONVILLE, TN, United States
Contact Info 615 xxxxxxx
Websites
AUM* 113,860,323 9%
of that, discretionary 113,860,323 9%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 550,050 8%
% High Net Worth 28.13% -6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

114M 98M 81M 65M 49M 33M 16M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees