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⚲
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| Knox Wealth Partners Advisory LLC
✚
|
|
|---|---|
| CRD # | 288580 |
| SEC # | 801-110743 |
| CIK # | |
| AUM | $272.9 M (2026-03-26) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 865-291-2422 |
| Address | 10710 Murdock Drive Knoxville, TN 37932 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 120.6 |
| (b) Individuals (high net worth individuals) | 69 | 152.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 921 | 272.9 |
| By Discretionary | ||
| Discretionary | 920 | 272.8 |
| Non-Discretionary | 1 | 0.1 |
| Total | 921 | 272.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.9 | |
| Total | 921 | 272.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ouellette Wealth Advisory LLC
✚
|
MA | 0.3 |
|
Udine Wealth Management Inc
✚
|
0.3 | |
|
TrueWealth Financial Partners LLC
✚
|
WA | 0.3 |
|
Valor Financial Services LLC
✚
|
TN | 0.3 |
|
Conscious Wealth Investments LLC
✚
|
GA | 0.3 |
|
Firstmetric LLC
✚
|
MI | 0.3 |
|
Ryan Investment Management Inc
✚
|
CO | 0.3 |
|
Client First Investment Management LLC
✚
|
WI | 0.3 |
|
Crossgate Wealth Advisors LLC
✚
|
PA | 0.3 |
|
SK Advisor Network LLC
✚
|
TX | 0.3 |