Tennessee Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 148273
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tennessee Wealth Management is an independent, owner-operated advisory firm organized as an LLC and registered in Tennessee. The firm focuses on serving individual and family clients and positions itself as a capital allocator that can hire outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Pricing is flexible and includes percentage-of-AUM fees as well as hourly, fixed-fee, and other arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities80%
- US Government Bonds13%
- Cash & Cash Equivalents7%
Contacts
1 of 1Toby Green
OwnerCRD 4938707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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