Asset ManagerRIA · CRD 148273SEC-Registered

Updated:

Tennessee Wealth Management

TENNESSEE WEALTH MANAGEMENT is an SEC-registered investment adviser with $53 million in regulatory assets under management. The firm has 1 employee and 1...

Tennessee Wealth Management

TENNESSEE WEALTH MANAGEMENT is an SEC-registered investment adviser with $53 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Tennessee

Corporate office

Tennessee, United States

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

What services does Tennessee Wealth Management provide?

Tennessee Wealth Management provides financial planning, investment management, and estate planning services to high-net-worth individuals and families in Tennessee (per public record).

Is Tennessee Wealth Management a family office?

Tennessee Wealth Management is structured as a registered investment advisor (RIA), not a family office. It manages wealth for multiple unrelated clients rather than a single family.

Where is Tennessee Wealth Management located?

The firm is based in Tennessee, United States. Specific office addresses are not publicly available.

Who are the principals of Tennessee Wealth Management?

The names of principals and advisors at Tennessee Wealth Management are not disclosed in public sources.

What is the AUM of Tennessee Wealth Management?

Tennessee Wealth Management does not publicly disclose its assets under management (AUM).

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

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