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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Coordinated Wealth Management LLC
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| CRD # | 141348 |
| SEC # | 801-132227 |
| CIK # | |
| AUM | $104.6 M (2025-02-19) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 615-369-0738 |
| Address | 100 Bluegrass Commons Boulevard Hendersonville, TN 37075 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 17.2 |
| (b) Individuals (high net worth individuals) | 30 | 86.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 205 | 104.6 |
| By Discretionary | ||
| Discretionary | 205 | 104.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 205 | 104.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.6 | |
| Total | 205 | 104.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadwealth LLC
✚
|
0.1 | |
|
Cardea Capital Advisors LLC
✚
|
GA | 0.1 |
|
Gainspoletti Wealth Planners Advisory LLC
✚
|
MS | 0.1 |
|
Strategic Foresight Investments LLC
✚
|
DE | 0.1 |
|
People MAKE the Difference Inc
✚
|
AL | 0.1 |
|
Revalue LLC
✚
|
MI | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |
|
Cassilly Financial Group LLC
✚
|
MD | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |