# P3 Wealth Management

> P3 Wealth Management is a state-registered investment advisory firm in Cordova, TN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 300373
- Filed as: P3 WEALTH MANAGEMENT
- Legal name: P3 Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cordova, TN
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300373
- AdvisorCensus page: https://advisorcensus.com/firm/p3-wealth-management-cordova-tn-300373

## Quick answers

**How is P3 Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), P3 Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is P3 Wealth Management located?**
P3 Wealth Management's principal office is in Cordova, TN, according to its Form ADV.

**Is P3 Wealth Management registered with the SEC or a state?**
P3 Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 300373.

**How much does P3 Wealth Management manage?**
P3 Wealth Management reports $30,756,036 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does P3 Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (466); high net worth individuals (12); corporations or other businesses not listed above (7).

**Does P3 Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300373

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,756,036
- Discretionary: $30,756,036
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 466 | $18,788,661 |
| High net worth individuals | 12 | $10,304,659 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 4 | $363,999 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $1,298,717 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- p3wealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. P3 Wealth Management (CRD 300373): Form ADV filing data as of October 2026.