RIA Intel›Advisers›Tennessee›STIVERS WEALTH MANAGEMENT LLC

STIVERS WEALTH MANAGEMENT LLC

Advisory

KNOXVILLE, TN

Data as of Jun 8, 2026 · Source: SEC Form ADV

Average account

$485K

across 57 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$28M

Discretionary AUM$0

Non-Discretionary AUM$28M

Discretionary %0%

Total Clients57

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

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

57 clients

5 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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SOAR FINANCIAL LLC

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JASON TATE FINANCIAL CONSULTING, LLC

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