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P3 WEALTH MANAGEMENT
P3 WEALTH MANAGEMENT, INC.
CRD 300373
1316 HARDWOOD TRAIL, CORDOVA, TN, 38016, United States
Phone
901-209-4015
Fax
901-209-4009
Registration
— (—)
Source
State registered
Total AUM
$30.1M
Discretionary AUM
$30.1M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 466 | $18.1M |
| High net worth individuals | 12 | $10.3M |
| Charitable organizations | 4 | $364K |
| Corporations/business entities | 7 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD