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P3 Wealth Management

P3 Wealth Management. CRD 300373

P3 Wealth Management logo

CRD: 300373

P3 Wealth Management

Cordova, TN, 38016
9012094015
$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
4 Employees
489 ADV. Clients
7 yrs Firm Age

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Firm Details

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

Insights

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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

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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Contacts

M

Mahoghany Jordan

--

CRD
#7416161
(228) 424-9287
catalyst.alpha@timbercapital.com
in linkedin.com/in/crest-legacy

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Assets Under Management

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

$30.1M Total SMA
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%

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