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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FESMIRE, DAVID, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RENNER, JOSEPH, STEVEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RENNER, JOSEPH, STEVEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RENNER, JOSEPH, STEVEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (4)
KY LA NJ TN
Address
100 BLUEGRASS COMMONS BOULEVARDSUITE 2390
HENDERSONVILLE, TN 37075
United States
Phone: 615-369-0738