Tennessee Wealth Management

Tennessee Wealth Management (CRD# 148273) is a financial advisory firm headquartered in , . They manage $32,921,700 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $765,621
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
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Tennessee Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Toby Green, financial advisor Franklin TN
Toby R. Green
CRD#: 4938707
Franklin, TN

Toby Green (CRD# 4938707) is an Investment Advisor Representative working at Tennessee Wealth Management in Franklin, TN and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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