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COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348 · SEC 801-132227
100 BLUEGRASS COMMONS BOULEVARD, SUITE 2390, HENDERSONVILLE, TN, 37075, United States
Phone
615-369-0738
Fax
615-296-4316
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.9M
Discretionary AUM
$113.9M
Team
2 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Fixed fees; PERCENTAGE OF RETIREMENT PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $20.8M |
| High net worth individuals | 27 | $91.7M |
| Pension/profit sharing plans | 1 | $1.4M |
States served
KY, LA, TN
All web addresses on file
Official SEC filing: View on IAPD