RIA Intel›Advisers›Tennessee›DEFINING WEALTH PARTNERS LLC

DEFINING WEALTH PARTNERS LLC

Advisory

TN

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in TN

#347

of 380 advisers by AUM

Average account

$86K

across 584 accounts

AUM per adviser

$8M

6 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients182

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, OH, PA, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

182 clients

56 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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$51M

STEINE & GOOCH CO INC

$51M

RICH DEWITT WEALTH MANAGEMENT LLC

CHATTANOOGA, TN

$51M

RETIREMENT PLANNING SOLUTIONS, LLC

$52M

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