Investment adviser · CRD 288580
KNOX WEALTH PARTNERS ADVISORY
Investment adviser filing (IA)
KNOX WEALTH PARTNERS ADVISORY, LLC
KNOXVILLE, TN, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $273M Form ADV · Item 5.F
- Client accounts
- 921 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 69 | $152,318,412 | 55.8% |
| Individuals | 456 | $120,558,970 | 44.2% |
Filing source
Form ADV 2061825 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10710 MURDOCK DRIVE, SUITE 101KNOXVILLE, TN, 37932, United States
CRD 288580
Filing source
Form ADV 2061825 · Mar 26, 2026 · 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.