RIA Intel›Advisers›Tennessee›P3 WEALTH MANAGEMENT, INC.

P3 WEALTH MANAGEMENT, INC.

Advisory

CORDOVA, TN

Data as of Aug 17, 2026 · Source: SEC Form ADV

Average account

$49K

across 622 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients489

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD, TN

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

489 clients

12 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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DUNCAN-WILLIAMS, INC.

$30M

JB WEALTH ADVISORS LLC

$32M

MFO-USA ADVISORY, LLC

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