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KNOX WEALTH PARTNERS ADVISORY

KNOX WEALTH PARTNERS ADVISORY, LLC

CRD 288580 · SEC 801-110743

Visit website

10710 MURDOCK DRIVE, SUITE 101, KNOXVILLE, TN, 37932, United States

Phone

(865) 291-2422

Fax

(865) 291-2480

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$272.9M

Discretionary AUM

$272.8M

Team

7 total employees; 7 advisory reps; 11 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals456$120.6M
High net worth individuals69$152.3M

States served

CA, GA, NJ, NY, NC, OH, SC, TN, VA, FL

All web addresses on file

Official SEC filing: View on IAPD