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HS WEALTH PARTNERS

TIGEROAK MANAGEMENT, LLC

CRD 330640 · SEC 801-129998

Visit website

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

TypeClientsAUM
Individuals169$103.5M
High net worth individuals96$329.3M
Pension/profit sharing plans20$48.4M

States served

AZ, CA, NM, NY, TN, TX

All web addresses on file

Official SEC filing: View on IAPD