DEFINING WEALTH

DEFINING WEALTH is an SEC-registered investment adviser (CRD 328930). Regulatory assets under management: $50.3M.

Registration

• CRD: 328930
• Type: Registered investment adviser
• Phone: 615-241-0835
• Latest filing: 2026-04-15
• Regulatory AUM: $50.3M
• Discretionary AUM: $50.3M
• Clients: 6
• Accounts: 584

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328930 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search