Tennessee Wealth Management

Tennessee Wealth Management (CRD# 148273) is a financial advisory firm headquartered in Franklin, TN. They manage $6,319,140 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $107,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Tennessee Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Robert J. Sweitzer
CRD#: 3268441
Franklin, TN
93
Wealthminder
score

Robert Sweitzer (CRD# 3268441) is an Investment Advisor Representative working at Tennessee Wealth Management in Franklin, TN and has over 17 years of experience in the finance industry.

2
Toby R. Green
CRD#: 4938707
Franklin, TN
83
Wealthminder
score

Toby Green (CRD# 4938707) is an Investment Advisor Representative working at Tennessee Wealth Management in Franklin, TN and has over 11 years of experience in the finance industry.

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