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KNOX WEALTH PARTNERS ADVISORY

KNOXVILLE, TN · CRD 288580 · IAPD ↗ · (865) 291-2422

$272.9MRegulatory AUM
7Advisory reps
7Employees
11Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — KNOX WEALTH PARTNERS ADVISORY reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
December 2025 — KNOX WEALTH PARTNERS ADVISORY notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — KNOX WEALTH PARTNERS ADVISORY reported RAUM up 31% ($176.9M -> $231.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — KNOX WEALTH PARTNERS ADVISORY notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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