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Coordinated Wealth Management, L.L.C. (Brentwood)


Coordinated Wealth Management, L.L.C. is an adviser based in Brentwood. It manages $41.5 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Kentucky and Tennessee.




Coordinated Wealth Management, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Coordinated Wealth Management, L.L.C: assets under management

The assets under management (AUM) of Coordinated Wealth Management, L.L.C. is $41.5 million. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.75 million in discretionary accounts and $5.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $812.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.92 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coordinated Wealth Management, L.L.C. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brentwood

The principal office where Coordinated Wealth Management, L.L.C. performs its advisory services is located at 205 Powell Place, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-369-0738 or by fax 615-296-4316. The normal business hours are 8-5 on Monday - Friday.


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