SourcingSourcing

COORDINATED WEALTH MANAGEMENT, L.L.C.

B53
CRD 141348·SEC 801-132227·HENDERSONVILLE, TN
AUM
$113.9M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$342K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD
141348
SEC file #
801-132227
EIN
—
DBA names
—

Economics

AUM
$113.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$104.6M → $113.9M▲ +9%
Client mix
Individuals Other68
Individuals High Net Worth27
Pension Profit Sharing Plans1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
HENDERSONVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
Fixed feesOther Compensation

Filings

Latest ADV filing
01/23/2026
ADV-W filed at
—
Website
coordinatedwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FESMIRE, DAVID, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FESMIRE, DAVID, MICHAEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COORDINATEDWEALTH.COM
Rdap Domain Creation Date
2007-07-28T17:14:57Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-07-28T17:14:57Z
Rdap Domain Last Changed
2025-05-29T06:34:30Z
Rdap Nameservers
Dns1.sherweb.comDns2.sherweb.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5408510
Trust Company Affiliate
No

People (1)

1
FESMIRE, DAVID, MICHAEL
IAR · Direct Owner · 87.5%
5408510