# Coordinated Wealth Management

Coordinated Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141348
- **SEC file number:** 801-132227
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141348

## About

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.

## Related profiles

- [Oak Family Advisors](https://altss.com/profile/oak-family-advisors-llc)
- [JOHNSON, JASON L.](https://altss.com/profile/johnson-jason-l)

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Last updated: 2026-07-06T01:24:14.597Z

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