P3 WEALTH MANAGEMENT

P3 WEALTH MANAGEMENT of CORDOVA, TN is an SEC-registered investment adviser (CRD 300373). Regulatory assets under management: $30.1M.

Registration

• CRD: 300373
• Type: Registered investment adviser
• Location: 1316 HARDWOOD TRAIL, CORDOVA, TN, 38016
• Phone: 901-209-4015
• Latest filing: 2026-04-01
• Regulatory AUM: $30.1M
• Discretionary AUM: $30.1M
• Clients: 4
• Accounts: 622

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300373 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search