Efinancial Alliance, LLC
Efinancial Alliance, LLC is an SEC-registered wealth manager in Franklin, TN with $291.9M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Efinancial Alliance, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161352, SEC 801-127547, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $291.9M (2026-04-16)
- Firm type
- Wealth Manager
- Location
- Franklin, TN
- Employees
- 5
- Clients
- 212
- CRD
- 161352
- Ownership
- ANDERSON, MITCHELL, KEVIN; TOMPKINS, DESTIN, MICHAEL
How much AUM does Efinancial Alliance, LLC have?
Efinancial Alliance, LLC reported $291.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Efinancial Alliance, LLC?
Disclosed owners and executives of Efinancial Alliance, LLC include ANDERSON, MITCHELL, KEVIN, TOMPKINS, DESTIN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.