# Coordinated Wealth Management, L.L.C.

> 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.

- CRD: 141348
- Filed as: COORDINATED WEALTH MANAGEMENT, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hendersonville, TN
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141348
- AdvisorCensus page: https://advisorcensus.com/firm/coordinated-wealth-management-l-l-c-hendersonville-tn-141348

## Quick answers

**How is Coordinated Wealth Management, L.L.C. compensated?**
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.

**Where is Coordinated Wealth Management, L.L.C. located?**
Coordinated Wealth Management, L.L.C.'s principal office is in Hendersonville, TN, according to its Form ADV.

**Is Coordinated Wealth Management, L.L.C. registered with the SEC or a state?**
Coordinated Wealth Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 141348.

**How much does Coordinated Wealth Management, L.L.C. manage?**
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).

**How have Coordinated Wealth Management, L.L.C.'s assets and staff changed since 2025?**
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.

**What types of clients does Coordinated Wealth Management, L.L.C. serve?**
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).

**Which custodians does Coordinated Wealth Management, L.L.C. use?**
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.

**Does Coordinated Wealth Management, L.L.C. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $113,860,323
- Discretionary: $113,860,323
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $20,794,355 |
| High net worth individuals | 27 | $91,684,976 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,380,992 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, LA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coordinatedwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $104,591,294 | 2 | February 19, 2025 |
| October 2026 | $113,860,323 | 2 | January 23, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coordinated Wealth Management, L.L.C. (CRD 141348): Form ADV filing data as of October 2026.