# Defining Wealth

Defining Wealth is a Bank / Wealth / Trust based in Franklin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Franklin, United States
- **Region:** North America
- **Address:** Franklin, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** definingwealth.com
- **LinkedIn:** https://www.linkedin.com/company/definingwealthpartners

## Regulatory record

- **CRD number:** 328930
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328930

## About

Defining Wealth began operations in 2023 as a US wealth manager and registered investment adviser. The firm offers investment advisory services that include financial planning, estate planning, and risk management. It works with individuals, high-net-worth individuals, and small businesses. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm functions as a standard RIA without disclosed hybrid structures, co-investor clubs, or succession arrangements beyond basic advisory operations.

## Questions

### Who runs investment decisions at Defining Wealth?

No named principals or investment decision-makers are disclosed in available records.

### How does Defining Wealth source proprietary deal flow?

No sourcing methods or deal flow channels are described in public materials.

### Does Defining Wealth participate in fund commitments or only direct deals?

Available information does not specify fund commitments, direct deals, or other deployment formats.

## Related profiles

- [Define Ventures](https://altss.com/profile/define-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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