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TRANQUILITY PARTNERS, LLC
CRD 283478 · SEC 801-113232
5214 MARYLAND WAY, SUITE 405, BRENTWOOD, TN, 37027, United States
Phone
615-432-5370
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$897.0M
Discretionary AUM
$868.0M
Team
7 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $69.5M |
| High net worth individuals | 100 | $810.4M |
| Pension/profit sharing plans | 1 | $1.2M |
| Charitable organizations | 2 | $644K |
| Corporations/business entities | 2 | $15.2M |
States served
LA, TN, TX
All web addresses on file
Official SEC filing: View on IAPD