Overview
Assets Under Management: $114 million
Headquarters: HENDERSONVILLE, TN
High-Net-Worth Clients: 27
Average Client Assets: $3.4 million
Frequently Asked Questions
COORDINATED WEALTH MANAGEMENT, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141348), COORDINATED WEALTH MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
COORDINATED WEALTH MANAGEMENT, L.L.C. is headquartered in HENDERSONVILLE, TN.
COORDINATED WEALTH MANAGEMENT, L.L.C. serves 27 high-net-worth clients according to their SEC filing dated January 23, 2026. View client details ↓
According to their SEC Form ADV, COORDINATED WEALTH MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
COORDINATED WEALTH MANAGEMENT, L.L.C. manages $114 million in client assets according to their SEC filing dated January 23, 2026.
According to their SEC Form ADV, COORDINATED WEALTH MANAGEMENT, L.L.C. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.52%
Average Client Assets: $3.4 million
Total Client Accounts: 207
Discretionary Accounts: 207
Regulatory Filings
CRD Number: 141348
Filing ID: 2041373
Last Filing Date: 2026-01-23 18:50:29