$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
4 Employees
489 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 02-27-2019
- Office Locations
- 1
Office Locations
1316 Hardwood Trail Cordova TN
About P3 Wealth Management
P3 Wealth Management is a Cordova, TN-based RIA delivering personalized planning and wealth management built around its Plan, Protect & Prosper framework. The firm emphasizes upfront financial planning, protection (insurance and risk management), and disciplined growth through diversified portfolio construction, primarily using public funds, mutual funds, and ETFs, with Schwab as a key custodian.
Team overview
49 AVG AGE
$15.0M AVG AUM / ADVISOR
$61.5K AVG AUM / CLIENT
0.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Element Crest Wave frontier Harbor quantum
Custodian
Harbor capital
Investment Themes
Prime harbor Signal delta Beacon meridian Peak
Investment Vehicles
Delta
Services
Summit momentum Vertex Value horizon Atlas horizon Pathway quantum Catalyst catalyst Capital Insight prime
Technology
Bridge
Owner & Executives
REGINALD DONALD CLARK
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2717863
- Ownership
- 75% or more
(566) 468-5253
peak.eagle@deltacapital.com
in linkedin.com/in/horizon-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,091,931 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,091,931 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,091,931
Public Funds:
38.1% Equity - Exchange:
21.2% Cash:
32.1% U.S. Government/Agency:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $898,744,672 | 38.1% |
| Equity - Exchange | $500,088,899 | 21.2% |
| Cash | $757,210,078 | 32.1% |
| U.S. Government/Agency | $202,866,252 | 8.6% |
| Total | $2,358,909,901 | 100.0% |