# WEALTH MANAGEMENT, LLC

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

## Registration

- CRD: 162282
- Type: SEC-registered investment adviser
- SEC file number: 801-74490
- Location: 504 EBENEZER ROAD, KNOXVILLE, TN, 37923
- Phone: 865-525-4225
- Latest filing: 2017-02-27
- Regulatory AUM: $117.0M
- Discretionary AUM: $95.0M
- Non-discretionary AUM: $22.0M
- Clients: 3
- Accounts: 417

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James C Perry | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | Farmington, UT |
| James E Jennings | MANAGING MEMBER AND CCO | Arlington, TX |
| RIPP DEREK DAVID | VICE PRESIDENT | — |
| JAMES HELEN | MANAGING MEMBER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162282/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162282/similar
- Related entities: https://search.stillhousedata.com/firm/162282/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162282

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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.
