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WEALTH MANAGEMENT, LLC
WEALTH MANAGEMENT, LLC
WEALTH MANAGEMENT CORPORATION
KNOXVILLE, Tennessee
·
2 registered advisors
·
CRD# 162282
SEC# 801-74490
865-525-4225
01
Firm Overview
AUM
$117M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTH MANAGEMENT, LLC
2 registered advisors
Edward Perry James
KNOXVILLE, Tennessee
CRD# 2661220
Helen James
KNOXVILLE, Tennessee
CRD# 6035801
05
Office Locations
KNOXVILLE, Tennessee
2 advisors
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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT, LLC (CRD# 162282) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.