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COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348File 801-132227
APPROVED
Retail clients
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$113.9M
Bottom 25% of cohort (national)
Discretionary AUM
$113.9M
Clients
96
207 accounts
Employees
2
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 20, 2025
- Principal office
- 100 BLUEGRASS COMMONS BOULEVARD, SUITE 2390, HENDERSONVILLE, TN, 37075
- Phone
- 615-369-0738
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $113.9M
- Discretionary AUM
- $113.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 207
- Non-discretionary accounts
- 0
- Total accounts
- 207
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $91.7M |
| Pension and profit sharing plans | 1 | $1.4M |
| Individuals (other than high net worth individuals) | 68 | $20.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF RETIREMENT PLAN ASSETS
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.