FAMILY WEALTH MANAGEMENT LLC
CRD #109253 SEC #801-54719 NASHVILLE, TN 615-383-8600
SEC Registered
Total AUM
$14.4M
Discretionary
$14.4M
Employees
5
Clients
10
Accounts
18
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARRICK, BENJAMIN, LANE | I | SECRETARY & GOVERNOR | NA | Control |
| CARRICK, BENJAMIN, LANE | I | SECRETARY & GOVERNOR | NA | Control |
| CARRICK, BENJAMIN, LANE | I | SECRETARY & GOVERNOR | NA | Control |
| CARRICK, BENJAMIN, LANE | I | SECRETARY & GOVERNOR | NA | Control |
| CARRICK, BENJAMIN, LANE | I | SECRETARY & GOVERNOR | NA | Control |
| CARRICK, BENJAMIN, LANE | I | SECRETARY & GOVERNOR | NA | Control |
| CARRICK, BENJAMIN, LANE | I | SECRETARY & GOVERNOR | NA | Control |
| CARRICK, BENJAMIN, LANE | I | SECRETARY & GOVERNOR | NA | Control |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| GILL, WILLIAM, MARCUS | I | GOVERNOR | NA | |
| THORNE, STEVE, EDWARDS | I | CHIEF COMPLIANCE OFFICER, CHIEF MANAGER & GOVERNOR | NA | Control |
| THORNE, STEVE, EDWARDS | I | CHIEF COMPLIANCE OFFICER, CHIEF MANAGER & GOVERNOR | NA | Control |
| THORNE, STEVE, EDWARDS | I | CHIEF COMPLIANCE OFFICER, CHIEF MANAGER & GOVERNOR | NA | Control |
| THORNE, STEVE, EDWARDS | I | CHIEF COMPLIANCE OFFICER, CHIEF MANAGER & GOVERNOR | NA | Control |
| THORNE, STEVE, EDWARDS | I | CHIEF COMPLIANCE OFFICER, CHIEF MANAGER & GOVERNOR | NA | Control |
| THORNE, STEVE, EDWARDS | I | CHIEF MANAGER & GOVERNOR | NA | Control |
| THORNE, STEVE, EDWARDS | I | CHIEF COMPLIANCE OFFICER, CHIEF MANAGER & GOVERNOR | NA | Control |
| THORNE, STEVE, EDWARDS | I | CHIEF COMPLIANCE OFFICER, CHIEF MANAGER & GOVERNOR | NA | Control |
| THORNE, STEVE, EDWARDS | I | CHIEF COMPLIANCE OFFICER, CHIEF MANAGER & GOVERNOR | NA | Control |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | Control |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | Control |
| RODGERS CAPITAL GROUP, L.P. | DE | MEMBER | E | Control |
| RODGERS CAPITAL CORPORATION | DE | MEMBER | D | |
| SOVEREIGN WEALTH MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| SOVEREIGN WEALTH MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| SOVEREIGN WEALTH MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| SOVEREIGN WEALTH MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| SOVEREIGN WEALTH MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| SOVEREIGN WEALTH MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| SOVEREIGN WEALTH MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| SOVEREIGN WEALTH MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| THORNE, STEVE, EDWARDS | I | CHIEF MANAGER & GOVERNOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS CAPITAL CORPORATION | DE | RODGERS CAPITAL GROUP, L.P. | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, HELEN, MARTIN | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| RODGERS, JOSEPH, MASON | I | JMR INVESTMENTS | F | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D | |
| JMR INVESTMENTS | DE | RODGERS CAPITAL GROUP, L.P. | D |
Registrations
Federal
IA
Feb 20, 2007 REGISTERED
Notice Filings (1)
TN
Address
2000 GLEN ECHO RDSUITE 101
NASHVILLE, TN 37215
USA
Phone: 615-383-8600