KNOX WEALTH PARTNERS ADVISORY, LLC
Legal name: KNOX WEALTH PARTNERS ADVISORY
CRD #288580 SEC #801-110743 KNOXVILLE, TN (865) 291-2422
SEC Registered
Total AUM
$231.3M
Discretionary
$230.8M
Employees
7
Clients
1
Accounts
828
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $231.3M | $230.8M | $447.2K | 7 | 6 |
| Mar 2025 | $231.3M | $230.8M | $447.2K | 7 | 6 |
| Mar 2024 | $176.9M | $176.6M | $318.7K | 7 | 7 |
| Dec 2023 | $145.3M | $145.1M | $202.4K | 7 | 8 |
| Mar 2023 | $145.3M | $145.1M | $202.4K | 7 | 8 |
| Dec 2022 | $141M | $140.8M | $191.2K | 7 | 1 |
| Sep 2022 | $141M | $140.8M | $191.2K | 7 | 1 |
| Mar 2022 | $141M | $140.8M | $191.2K | 7 | 1 |
| Mar 2021 | $115.1M | $114.2M | $895.7K | 10 | 0 |
| Dec 2020 | $186M | $186M | $0 | 9 | 0 |
| Jun 2020 | $186M | $186M | $0 | 7 | 0 |
| May 2020 | $186M | $186M | $0 | 10 | 0 |
| Mar 2020 | $186M | $186M | $0 | 10 | 0 |
| Jan 2019 | $132M | $17M | $115M | 10 | 0 |
| May 2018 | $122M | $122M | $0 | 13 | 0 |
| Mar 2018 | $122M | $122M | $0 | 13 | 0 |
| Oct 2017 | $115.8M | $115.8M | $0 | 14 | 0 |
| Jun 2017 | $0 | $0 | $0 | 14 | 0 |
| Jun 2017 | $0 | $0 | $0 | 14 | 0 |
| Jun 2017 | $0 | $0 | $0 | 14 | 0 |
DateNov 2025
Total AUM$231.3M
Discretionary$230.8M
Non-Disc.$447.2K
Employees7
Clients6
DateMar 2025
Total AUM$231.3M
Discretionary$230.8M
Non-Disc.$447.2K
Employees7
Clients6
DateMar 2024
Total AUM$176.9M
Discretionary$176.6M
Non-Disc.$318.7K
Employees7
Clients7
DateDec 2023
Total AUM$145.3M
Discretionary$145.1M
Non-Disc.$202.4K
Employees7
Clients8
DateMar 2023
Total AUM$145.3M
Discretionary$145.1M
Non-Disc.$202.4K
Employees7
Clients8
DateDec 2022
Total AUM$141M
Discretionary$140.8M
Non-Disc.$191.2K
Employees7
Clients1
DateSep 2022
Total AUM$141M
Discretionary$140.8M
Non-Disc.$191.2K
Employees7
Clients1
DateMar 2022
Total AUM$141M
Discretionary$140.8M
Non-Disc.$191.2K
Employees7
Clients1
DateMar 2021
Total AUM$115.1M
Discretionary$114.2M
Non-Disc.$895.7K
Employees10
Clients0
DateDec 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees10
Clients0
DateJan 2019
Total AUM$132M
Discretionary$17M
Non-Disc.$115M
Employees10
Clients0
DateMay 2018
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees13
Clients0
DateOct 2017
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees14
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0