RIA Intel›Advisers›Tennessee›COORDINATED WEALTH MANAGEMENT, L.L.C.

COORDINATED WEALTH MANAGEMENT, L.L.C.

Advisory

N·HENDERSONVILLE, TN

Data as of Jan 23, 2026 · Source: SEC Form ADV

Total AUM
$114M
1-Year AUM Growth
+8.2%
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$114M
Discretionary AUM$114M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients96
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingMay 10, 2010
Latest FilingJan 23, 2026
🔒 Full AUM trend chart and 5 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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