TENNESSEE WEALTH MANAGEMENT

TENNESSEE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 148273). Regulatory assets under management: $54.9M.

Registration

• CRD: 148273
• Type: Registered investment adviser
• Phone: 615-261-1388
• Latest filing: 2026-08-03
• Regulatory AUM: $54.9M
• Discretionary AUM: $54.9M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148273 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search