Investment adviser · CRD 118181

COX WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

CHATTANOOGA, TN, United States · Form ADV filed May 22, 2012

Regulatory AUM
$34.9M
Form ADV · Item 5.F
Client accounts
136
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 22, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6031 SHALLOWFORD ROAD, SUITE 109
CHATTANOOGA, TN, 37421-1984, United States

CRD 118181

Filing source

Form ADV 648677 · May 22, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.