Firm profile

MUSIC ROW WEALTH MANAGEMENT

NASHVILLE, TNCRD 288944Latest ADV March 9, 2026

Music Row Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 9, 2026, reports $432M in regulatory assets under management, 5 employees, and 1,068 accounts.

Assets Under Management
$432M
Employees
5
Offices
--
Total Clients
349
Primary office
NASHVILLE, TN
1614 16TH AVENUE SOUTH, NASHVILLE, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOLaura J. Davis
COOLaura J. Davis

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
293
2
HNWI
16.0%
56
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$432Mas of March 9, 2026
Discretionary100.0%
$432M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$432M
Total Accounts1,068
10Y AUM Change+$432M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee70:1
10Y Employee Change+1 (+25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.