RIA IntelAdvisersTennesseeINFINITUS WEALTH MANAGEMENT LLC

INFINITUS WEALTH MANAGEMENT LLC

Advisory

NASHVILLE, TN

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$296K
across 20 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$6M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

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

WILLARD MILLS ADVISORY, LLC
BRENTWOOD, TN
$6M
+37.9% 1Y
COMMERCE ASSET MANAGEMENT, LLC
MEMPHIS, TN
$6M
+18.9% 1Y
PARR FINANCIAL GROUP, LLC
MEMPHIS, TN
$6M
-70.1% 1Y
FLETCHER WEALTH MANAGEMENT, INC.
KINGSPORT, TN
$6M
ADVENTEDGE FINANCIAL, LLC
$6M
J. H. SHOEMAKER ADVISORY CORPORATION
GERMANTOWN, TN
$5M
-86.9% 1Y

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