COORDINATED WEALTH MANAGEMENT, L.L.C.
SEC Form ADV profile.
Total regulatory AUM
$113,860,323
Discretionary
$113,860,323
Non-discretionary
$0
Firm details
- CRD number
- 141348
- SEC file number
- 801-132227
- Main office
- HENDERSONVILLE, TN, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://COORDINATEDWEALTH.COM/
- Fee structure
-
Fixed fees Other
As of October 2026.