&partners

Firm record

As recorded in SEC IAPD

Firm CRD

3767

SEC number

801-37145

Firm type

RIA

Assets under management

$30.3B as of Jun 22, 2026

Website

www.youtube.com/@AndPartnersWealthManagement ↗

Phone

615-255-6431

Address

40 Burton Hills Blvd, Nashville, TN, 37215

Advisors at this firm

440 in our index · page 9 of 9

• Jeffrey Lee UpchurchCRD 1630910 · Vienna, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Paul UzonyiCRD 3010365 · Oil City, PA
  IA RegisteredBroker
• Patrick Jason UnnerstallCRD 3269261 · Washington, MO
  IA RegisteredBroker
• Harry Dekle VannCRD 2953772 · Thomasville, GA
  IA RegisteredBroker
• Nycole Christina VannataCRD 2821911 · Boston, MA
  IA RegisteredBroker
• Megan Lee Hazard VarozCRD 5953004 · Fayetteville, AR
  IA RegisteredBroker
  Disclosure event(s) on record
• Garret Igino VenettaCRD 2858142 · Columbus, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Alphonse VielCRD 818682 · Pittsford, NY
  IA RegisteredBroker
• Elmer T WalkerCRD 2227598 · Clayton, MO
  Broker
• Tonya R WalsworthCRD 3242321 · Tyler, TX
  IA RegisteredBroker
• Douglas Eugene WaltersCRD 2669170 · Jupiter, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott M WardCRD 5380334 · Vienna, VA
  IA RegisteredBroker
• Dawn Michele WehrhanCRD 4184440 · Virginia Beach, VA
  IA RegisteredBroker
• Lucas WeisCRD 6695412 · Lake Forest , IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert WeisCRD 2421439 · Lake Forest , IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Neil Andrew WeissmanCRD 5526207 · Ann Arbor, MI
  IA RegisteredBroker
• Tod Edward WellsCRD 2270943 · Mooresville, NC
  IA RegisteredBroker
• Mitchell Alan WestCRD 4590705 · Palestine, TX
  IA RegisteredBroker
• Rachel Marie WhittakerCRD 7971578 · Lansing, NY
  IA RegisteredBroker
• David Warren Wiley IIICRD 720094 · Nashville, TN
  IA RegisteredBroker
• Carol Ann WilliamsCRD 4613770 · Fayetteville, AR
  Broker
• David WillisCRD 6084664 · Boca Raton, FL
  IA RegisteredBroker
• Stephen Edward WilsonCRD 2371673 · Charlotte, NC
  IA RegisteredBroker
• Pamela S WiseCRD 2904307 · Washington, DC
  IA RegisteredBroker
• James WolslagerCRD 4419423 · Austin , TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Loren WrichCRD 1595555 · Bloomington, MN
  IA RegisteredBroker
• James WiseCRD 5591615 · Washington, DC
  IA RegisteredBroker
• Kyrstie Lee WoottenCRD 6873110 · Boston, MA
  IA RegisteredBroker
• Chad Allen YarbroughCRD 2672921 · Nashville, TN
  Broker
• Sara Alexis YaroszCRD 7409024 · Sewickley, PA
  Broker
• Lincoln Blaine YersinCRD 1715424 · Clayton, MO
  Broker
  Disclosure event(s) on record
• Aaron YoonCRD 5714775 · Seattle, WA
  IA RegisteredBroker
• Theodore James ZakCRD 2248402 · Wilmington, DE
  IA RegisteredBroker
• Sandra N ZakharyCRD 4191331 · Edison, NJ
  IA RegisteredBroker
• Paul William ZambriskiCRD 3128860 · Torrance, CA
  IA RegisteredBroker
• Richard Domminick ZangaraCRD 2430476 · Edison, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• John Philip ZinnCRD 2479612 · Portland, ME
  IA RegisteredBroker
• Chase David ZiebolCRD 6202750 · Clayton, MO
  IA RegisteredBroker
• John P ZinnCRD 6794964 · Portland, ME
  IA RegisteredBroker
• Heikki Erik Von HellensCRD 4751588 · Thomasville, GA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.