Coordinated Wealth Management

Coordinated Wealth Management is a US RIA and multi-family office focused on coordinated wealth planning for high-net-worth families.

Coordinated Wealth Management

Coordinated Wealth Management, L.L.C. is an SEC-registered investment adviser in Hendersonville, TN, registered since 2025. The firm manages approximately $114 million in assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

North America

Country

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City

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Corporate office

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What is Coordinated Wealth Management?

Coordinated Wealth Management is a multi family office tracked on Altss.

What is Coordinated Wealth Management's assets under management?

Coordinated Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Coordinated Wealth Management?

Altss maintains an OSINT-verified profile of Coordinated Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Coordinated Wealth Management?

Coordinated Wealth Management is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Coordinated Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Coordinated Wealth Management's Altss profile last updated?

Coordinated Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.