RIA Intel›Advisers›Tennessee›TENNESSEE WEALTH MANAGEMENT, LLC

TENNESSEE WEALTH MANAGEMENT, LLC

Advisory

TN

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in TN

#337

of 380 advisers by AUM

Average account

$1M

across 44 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

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

44 clients

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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LOOKOUT MOUNTAIN, TN

$56M

MISER ASSET MANAGEMENT, LLC

$56M

BEEMAN & JOHNSON ASSET PLANNING

$56M

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