COX WEALTH MANAGEMENT, LLC
CRD #118181 SEC #801-68553 CHATTANOOGA, TN 423-894-3882
SEC Registered
Total AUM
$34.9M
Discretionary
$31.5M
Employees
1
Clients
26
Accounts
136
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2012
- 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 |
|---|---|---|---|---|
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, RICHARD, LEE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
| COX, MARGARET, RENEE | I | CHIEF FINANCIAL OFFICER / MEMBER | B | Control |
Registrations
Federal
IA
May 9, 2012 REGISTERED
Notice Filings (2)
GA TN
Address
6031 SHALLOWFORD ROADSUITE 109
CHATTANOOGA, TN 37421-1984
United States
Phone: 423-894-3882