Coordinated Wealth Management, L.l.c.
Coordinated Wealth Management, L.l.c. is an SEC-registered wealth manager in Hendersonville, TN with $113.9M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Coordinated Wealth Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141348, SEC 801-132227, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $113.9M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Hendersonville, TN
- Employees
- 2
- Clients
- 96
- CRD
- 141348
- Ownership
- RENNER, JOSEPH, STEVEN; FESMIRE, DAVID, MICHAEL
How much AUM does Coordinated Wealth Management, L.l.c. have?
Coordinated Wealth Management, L.l.c. reported $113.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Coordinated Wealth Management, L.l.c.?
Disclosed owners and executives of Coordinated Wealth Management, L.l.c. include RENNER, JOSEPH, STEVEN, FESMIRE, DAVID, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.