Coordinated Wealth Management, L.L.C.
● SEC registered since 2025CRD 141348SEC# 801-132227Hendersonville, TN
Reg. AUM
$113.9M
Employees
2
Accounts
207
Location
Hendersonville, TN
Coordinated Wealth Management, L.L.C. assets under management
Coordinated Wealth Management, L.L.C. is an SEC-registered investment adviser based in Hendersonville, TN. The firm has been registered since 2025. It reports $113.9 million in regulatory assets under management and employs 2 people.
Coordinated Wealth Management, L.L.C. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Fesmire Control | Managing Member/Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Coordinated Wealth Management, L.L.C. manage?
Coordinated Wealth Management, L.L.C. reports $113.9 million in regulatory assets under management on its Form ADV.
How many employees does Coordinated Wealth Management, L.L.C. have?
Coordinated Wealth Management, L.L.C. reports 2 employees.
Where is Coordinated Wealth Management, L.L.C. located?
Coordinated Wealth Management, L.L.C. is based in Hendersonville, TN and has been SEC-registered since 2025.
Does Coordinated Wealth Management, L.L.C. disclose fund performance?
Coordinated Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Bluegrass Commons Boulevard, Suite 2390, Hendersonville, TN 37075 |
| Phone | 615-369-0738 |
| Fax | 615-296-4316 |
| Office hours | 8-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.9M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$113.9Mregulatory AUM
Discretionary $113.9M