# COX WEALTH MANAGEMENT, LLC

COX WEALTH MANAGEMENT, LLC of CHATTANOOGA, TN is an SEC-registered investment adviser.

## Registration

- CRD: 118181
- Type: SEC-registered investment adviser
- SEC file number: 801-68553
- Location: 6031 SHALLOWFORD ROAD, SUITE 109, CHATTANOOGA, TN, 37421-1984
- Phone: 423-894-3882
- Latest filing: 2012-05-22
- Regulatory AUM: $34.9M
- Discretionary AUM: $31.5M
- Non-discretionary AUM: $3.3M
- Clients: 1
- Accounts: 136

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| COX DAVID LEE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| COX MARGARET RENEE | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118181/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118181/similar
- Related entities: https://search.stillhousedata.com/firm/118181/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118181

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.