Tennessee Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tennessee Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages approximately $54.9 million across about 44 client relationships and offers investment management with financial planning and related consultation included within its advisory engagements.
The firm’s investment approach is asset-allocation driven and informed by Modern Portfolio Theory, using target allocations, model-based portfolios, and exchange-traded funds while occasionally employing individual securities, fixed‑income instruments, and options when appropriate. Tennessee Wealth Management uses third‑party portfolio‑management and automated rebalancing technology to monitor accounts and conducts ongoing discretionary supervision, with disclosures addressing market, model, and technology risks.
Noteworthy for a firm of its size, Tennessee Wealth Management serves institutional clients such as pension and profit‑sharing plans and provides pension‑consulting capabilities that are less common among independent advisers. The firm integrates planning into its management relationships rather than offering stand‑alone planning, may recommend unaffiliated third‑party advisers without receiving referral compensation, and relies on custodial and technology platforms to support its model‑based processes.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $20,000,000: 0.50% $20,000,000+: 0.35%
Main office
Franklin TN
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Tennessee Wealth Management · Tennessee Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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