Tennessee Wealth Management

Overview

Tennessee Wealth Management is a small, independent registered investment adviser that focuses on individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses and institutions. Its advisory scope includes pension consulting and the selection of other advisers, signaling a willingness to outsource specialist strategies when client mandates require it. Investment activity tilts heavily toward public equities. The firm reports a clear preference for exchange-traded instruments and implements fee arrangements that include a percentage-of-AUM model alongside hourly and fixed-fee engagements, which supports both ongoing portfolio management and one-off planning or consulting projects. Tennessee Wealth Management does not identify as an active ESG investor and appears to operate as a single-office, locally focused adviser rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices