T
$53.1M Total AUM
$53.1M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2008
- Office Locations
- 1
Office Locations
-- Franklin TN
About Tennessee Wealth Management
Tennessee Wealth Management is a Franklin-based RIA. The firm has been operating for 17 years. Managing $53.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$53.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TOBY ROGER GREEN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4938707
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,078,693 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,078,693 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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