{"url":"https://nivawealth.com/firms/coordinated-wealth-management-141348","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/141348","regulatoryAum":113860323,"crd":"141348","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5408510","suffix":"SR.","lastName":"FESMIRE","firstName":"DAVID","middleName":"MICHAEL"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-02-19","regulatoryAum":104591294,"clients":100,"employees":2,"offices":2},{"filedOn":"2026-01-23","regulatoryAum":113860323,"clients":96,"employees":2,"offices":2}],"secFileNumber":"801-132227","legalName":"Coordinated Wealth Management, L.L.C.","displayName":"Coordinated Wealth Management","slug":"coordinated-wealth-management-141348","website":"https://coordinatedwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Tennessee limited liability company","fiscalYearEnd":"December","headquarters":{"street":"100 Bluegrass Commons Boulevard, Suite 2390","city":"Hendersonville","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37075"},"tradeNames":[],"registration":{"secApproved":"20 March 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1183992.957894737,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":113860323,"discretionary":113860323,"discretionaryAccounts":207,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":68,"regulatoryAum":20794355},{"label":"High-net-worth individuals","clients":27,"regulatoryAum":91684976},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":1380992}],"feePrograms":[{"role":"other","program":"Retirement plan services (FPAS 401(k) schedule)","summary":"Retirement plan services through FPAS, with the fee shared with FPAS: 1.00% of the first $1,000,000, 0.65% of the next $4,000,000, 0.40% of the next $5,000,000 and 0.25% of amounts above that.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003758","versionId":1003758,"submittedOn":"2026-01-23","documentName":"PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:28:11.544075+00:00","documents":[{"name":"PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003758","versionId":1003758,"submittedOn":"2026-01-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":113860323}],"custodyNote":"Coordinated Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Fesmire","title":"Managing Member/Chief Compliance Officer","crd":"5408510"}],"ownership":[{"label":"David Fesmire","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since February 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"100 Bluegrass Commons Boulevard, Suite 2390","city":"Hendersonville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"615-369-0738","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":27},{"label":"U.S. government/agency bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":63}],"privateFunds":0},"sources":{"adv1FilingDate":"23 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/141348/PDF/141348.pdf","brochureDate":"23 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003758","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Coordinated Wealth Management have?","answer":"Coordinated Wealth Management has 96 clients and manages $114 million for them, as of January 2026. They include 68 individual clients, 27 high-net-worth individuals and 1 pension or profit-sharing plan.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Coordinated Wealth Management offer?","answer":"Coordinated Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Coordinated Wealth Management use?","answer":"Coordinated Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $114M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Coordinated Wealth Management have?","answer":"Coordinated Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Coordinated Wealth Management invest in?","answer":"At the end of its last fiscal year, Coordinated Wealth Management’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities and 10% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Coordinated Wealth Management?","answer":"Coordinated Wealth Management’s direct owner is David Fesmire (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Coordinated Wealth Management get paid?","answer":"Coordinated Wealth Management is paid through fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Coordinated Wealth Management?","answer":"Coordinated Wealth Management’s main office is at 100 Bluegrass Commons Boulevard, Suite 2390, Hendersonville, TN 37075. Its phone number is 615-369-0738. Its website is coordinatedwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}