CRD: 141348
Coordinated Wealth Management, L.l.c.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2007
- Office Locations
- 1
Office Locations
About Coordinated Wealth Management, L.l.c.
Coordinated Wealth Management is a Hendersonville, TN RIA providing holistic financial planning and discretionary investment management for individuals and families, including retirement, estate, and risk management. The firm uses a flat retainer fee to reduce AUM-based conflicts and coordinates with clients’ CPAs and attorneys. Portfolios are often implemented with ETFs and mutual funds and custody at Charles Schwab.
Reported data analysis
What the numbers show
Between February 19, 2025 and January 23, 2026, reported AUM increased 8.9%, from $104.6M to $113.9M.
Across 4 reported observations, AUM increased 197.0% between March 24, 2011 and January 23, 2026, from $38.3M to $113.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 100 clients, or 100 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on January 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DAVID MICHAEL FESMIRE SR.
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5408510
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,860,323 | $550,050 |
| Non-Discretionary | $0 | -- |
| Total | $113,860,323 | $550,050 |
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Separately Managed Accounts
SMA allocation detail is available
Coordinated Wealth Management, L.l.c. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.