Overview
Assets Under Management: $231 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
KNOX WEALTH PARTNERS ADVISORY 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 #288580), KNOX WEALTH PARTNERS ADVISORY is subject to fiduciary duty under federal law.
KNOX WEALTH PARTNERS ADVISORY is headquartered in KNOXVILLE, TN.
KNOX WEALTH PARTNERS ADVISORY serves 74 high-net-worth clients according to their SEC filing dated November 25, 2025. View client details ↓
According to their SEC Form ADV, KNOX WEALTH PARTNERS ADVISORY offers financial planning and portfolio management for individuals. View all service details ↓
KNOX WEALTH PARTNERS ADVISORY manages $231 million in client assets according to their SEC filing dated November 25, 2025.
According to their SEC Form ADV, KNOX WEALTH PARTNERS ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 828
Discretionary Accounts: 827
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 288580
Filing ID: 2028601
Last Filing Date: 2025-11-25 11:14:49
Website: 1