WEALTH MANAGEMENT, LLC
Legal name: WEALTH MANAGEMENT CORPORATION
CRD #162282 SEC #801-74490 KNOXVILLE, TN 865-525-4225
SEC Registered
Total AUM
$117M
Discretionary
$95M
Employees
3
Clients
51
Accounts
417
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2017
- 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 |
|---|---|---|---|---|
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| RIPP, DEREK, DAVID | I | VICE PRESIDENT | NA | |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, EDWARD, PERRY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JAMES, HELEN | I | MANAGING MEMBER AND CCO | E | Control |
| JAMES, HELEN, JENNINGS | I | MANAGING MEMBER AND CCO | E | Control |
Registrations
Federal
IA
Feb 27, 2017 REGISTERED
Notice Filings (12)
AL FL GA HI MO NJ OH SC TN TX VA WI
Address
504 EBENEZER ROADKNOXVILLE, TN 37923
United States
Phone: 865-525-4225