P3 Wealth Management
Firm details
- Headquarters
- Cordova, Tennessee
- CRD number
- 300373
- Website
- www.p3retirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.09%
- HNWI33.5%
- Corporations / Businesses4.22%
- Charitable Organizations1.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
P3 Wealth Management is an independent, privately held registered investment adviser that serves individuals, families and some institutional clients. The firm provides financial planning and portfolio management services, with a fee model that includes assets-under-management fees as well as hourly and fixed-fee engagements. P3 identifies as an active ESG investor and reports relationships with an accountant and an insurance company as industry affiliations. The adviser does not classify itself as a capital allocator and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1
Reginald Clark
Chief Executive OfficerCRD 2717863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cordova, TN
Shelby
Location
Cordova, TN
Headquartered in Cordova, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 1316 Hardwood Trl
- Time zone
- CT (UTC-6)
- Office locations
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