{
  "crd_number": 141348,
  "slug": "coordinated-wealth-management-l-l-c-hendersonville-tn-141348",
  "primary_business_name": "COORDINATED WEALTH MANAGEMENT, L.L.C.",
  "legal_name": "COORDINATED WEALTH MANAGEMENT, L.L.C.",
  "dbas": [],
  "city": "Hendersonville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-20",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-23",
  "carried_forward": false,
  "raum_total": 113860323.0,
  "raum_discretionary": 113860323.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20794355.0,
      "count": 68
    },
    "pension_profit_sharing": {
      "raum": 1380992.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 91684976.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KY",
    "LA",
    "TN"
  ],
  "websites": [
    "https://coordinatedwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141348",
  "city_as_filed": "HENDERSONVILLE",
  "url": "https://advisorcensus.com/firm/coordinated-wealth-management-l-l-c-hendersonville-tn-141348",
  "display_name": "Coordinated Wealth Management, L.L.C.",
  "summary": "Coordinated Wealth Management, L.L.C. is an SEC-registered investment advisory firm in Hendersonville, TN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.",
  "citation": "AdvisorCensus. Coordinated Wealth Management, L.L.C. (CRD 141348): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Coordinated Wealth Management, L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coordinated Wealth Management, L.L.C. reports these compensation arrangements: fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Coordinated Wealth Management, L.L.C. located?",
      "a": "Coordinated Wealth Management, L.L.C.'s principal office is in Hendersonville, TN, according to its Form ADV."
    },
    {
      "q": "Is Coordinated Wealth Management, L.L.C. registered with the SEC or a state?",
      "a": "Coordinated Wealth Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 141348."
    },
    {
      "q": "How much does Coordinated Wealth Management, L.L.C. manage?",
      "a": "Coordinated Wealth Management, L.L.C. reports $113,860,323 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Coordinated Wealth Management, L.L.C.'s assets and staff changed since 2025?",
      "a": "In the Form ADV data for Coordinated Wealth Management, L.L.C.: Regulatory assets under management: $104,591,294 in the October 2025 data and $113,860,323 in the October 2026 data, up 9%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Coordinated Wealth Management, L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (27); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Coordinated Wealth Management, L.L.C. use?",
      "a": "Coordinated Wealth Management, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Coordinated Wealth Management, L.L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141348"
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 104591294.0,
      "total_employees": 2,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 113860323.0,
      "total_employees": 2,
      "filing_date": "2026-01-23"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/coordinated-wealth-management-l-l-c-hendersonville-tn-141348.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 68,
      "fewer_than_5": false,
      "raum": 20794355.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 91684976.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1380992.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141348",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}