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Edward Perry James

WEALTH MANAGEMENT, LLC·KNOXVILLE, Tennessee
Clean recordWEALTH MANAGEMENT, LLC
504 EBENEZER ROAD, KNOXVILLE, TN 37923CRD# 2661220Firm CRD# 162282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Perry James · KNOXVILLE, TN
Registration
CRD #2661220 · WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edward Perry James is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTH MANAGEMENT, LLC
WEALTH MANAGEMENT CORPORATION
AUM
$117M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2661220
Firm CRD# 162282
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Perry James offer?
Edward Perry James specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Edward Perry James's credentials?
Edward Perry James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Perry James located?
Edward Perry James is based in KNOXVILLE, Tennessee, working with WEALTH MANAGEMENT, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Edward Perry James charge for services?
Edward Perry James's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT, LLC?
WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT, LLC

Helen James
KNOXVILLE, TN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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