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HS WEALTH PARTNERS
TIGEROAK MANAGEMENT, LLC
CRD 330640 · SEC 801-129998
25 MUSIC SQUARE EAST, SUITE 200, NASHVILLE, TN, 37203, United States
Phone
(505) 361-2223
Fax
505-300-4851
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$481.2M
Discretionary AUM
$481.2M
Team
5 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $103.5M |
| High net worth individuals | 96 | $329.3M |
| Pension/profit sharing plans | 20 | $48.4M |
States served
AZ, CA, NM, NY, TN, TX
All web addresses on file
Official SEC filing: View on IAPD