COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD #141348 SEC #801-132227 HENDERSONVILLE, TN 615-369-0738
SEC Registered
Total AUM
$104.6M
Discretionary
$104.6M
Employees
2
Clients
26
Accounts
205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $104.6M | $104.6M | $0 | 2 | 4 |
| Mar 2012 | $41.5M | $35.8M | $5.8M | 1 | 26 |
| Feb 2012 | $41.5M | $35.8M | $5.8M | 1 | 26 |
| May 2010 | $31.3M | $27.2M | $4.1M | 5 | -- |
DateFeb 2025
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees2
Clients4
DateMar 2012
Total AUM$41.5M
Discretionary$35.8M
Non-Disc.$5.8M
Employees1
Clients26
DateFeb 2012
Total AUM$41.5M
Discretionary$35.8M
Non-Disc.$5.8M
Employees1
Clients26
DateMay 2010
Total AUM$31.3M
Discretionary$27.2M
Non-Disc.$4.1M
Employees5
Clients--