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Coordinated Wealth Management, L.L.C.

● SEC registered since 2025CRD 141348SEC# 801-132227Hendersonville, TN
Export (members)
Reg. AUM
$104.6M
Employees
2
Accounts
205
Location
Hendersonville, TN

Coordinated Wealth Management, L.L.C. assets under management

Coordinated Wealth Management, L.L.C. is an SEC-registered investment adviser based in Hendersonville, TN. The firm has been registered since 2025. It reports $104.6 million in regulatory assets under management and employs 2 people.
coordinatedwealth.comView on SEC.gov ↗

Coordinated Wealth Management, L.L.C. owners & executives

1 reported
NameTitleOwnershipSince
David Michael Fesmire ControlManaging Member/Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Coordinated Wealth Management, L.L.C. manage?

Coordinated Wealth Management, L.L.C. reports $104.6 million in regulatory assets under management on its Form ADV.

How many employees does Coordinated Wealth Management, L.L.C. have?

Coordinated Wealth Management, L.L.C. reports 2 employees.

Where is Coordinated Wealth Management, L.L.C. located?

Coordinated Wealth Management, L.L.C. is based in Hendersonville, TN and has been SEC-registered since 2025.

Does Coordinated Wealth Management, L.L.C. disclose fund performance?

Coordinated Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Bluegrass Commons Boulevard, Suite 2390, Hendersonville, TN 37075
Phone615-369-0738
Fax615-296-4316
Office hours5-Aug
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.6M
Non-discretionary$0
Total (RAUM)$104.6M