← Tributary

COORDINATED WEALTH MANAGEMENT, L.L.C.

HENDERSONVILLE, TN · CRD 141348 · IAPD ↗ · coordinatedwealth.com · 615-369-0738

$113.9MRegulatory AUM
1Advisory reps
2Employees
4Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — COORDINATED WEALTH MANAGEMENT, L.L.C. (HENDERSONVILLE, TN) is newly SEC-registered with $104.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.