Insights

Acquisition Strength Having been acquired by JP Morgan Chase for $175 million, Franklin Wealth Management benefits from the backing and resources of a major financial institution, indicating potential for expansion and integration of advanced financial products.

Niche Expertise Focused on personalized financial planning and client relationship management, Franklin Wealth emphasizes tailored investment advice, creating opportunities to offer advanced wealth management solutions and complementary financial services.

Market Positioning With revenue estimated between $25 million and $50 million and a small team, Franklin manages a sizeable client base, presenting opportunities to introduce digital financial tools and scalable advisory services to enhance client engagement.

Growth Potential Recent hiring of a new wealth plan analyst reflects active expansion in advisory capacity, suggesting potential for cross-selling sophisticated financial products or expanding to new market segments within their existing client base.

Competitive Landscape Positioned among industry giants with similar firms like Charles Schwab and Fidelity, Franklin can be targeted for upselling more robust technology solutions, data analytics, or premium service upgrades to compete effectively in wealth management offerings.

Franklin Wealth Management, LLC Tech Stack

Franklin Wealth Management, LLC uses 8 technology products and services including Open Graph, JSON-LD, Slick, and more. Explore Franklin Wealth Management, LLC's tech stack below.

  • Open Graph
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • Slick
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

Franklin Wealth Management, LLC's Email Address Formats

Franklin Wealth Management, LLC uses at least 1 format(s):
Franklin Wealth Management, LLC Email FormatsExamplePercentage
First.Last@franklin-wealth.comJohn.Doe@franklin-wealth.com
100%

Frequently Asked Questions

Where is Franklin Wealth Management, LLC's headquarters located?

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Franklin Wealth Management, LLC's main headquarters is located at 4700 Hixson Pike Hixson, Tennessee 37343 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Franklin Wealth Management, LLC's official website and social media links?

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Franklin Wealth Management, LLC's official website is franklin-wealth.com and has social profiles on LinkedIn.

What is Franklin Wealth Management, LLC's NAICS code?

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Franklin Wealth Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Franklin Wealth Management, LLC have currently?

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As of April 2026, Franklin Wealth Management, LLC has approximately 6 employees across 2 continents, including North AmericaEurope. Key team members include President: J. F. -. C.Wealth Manager And Owner: R. L. F.Marketing Director: D. J.. Explore Franklin Wealth Management, LLC's employee directory with LeadIQ.

What industry does Franklin Wealth Management, LLC belong to?

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Franklin Wealth Management, LLC operates in the Investment Management industry.

What technology does Franklin Wealth Management, LLC use?

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Franklin Wealth Management, LLC's tech stack includes Open GraphJSON-LDSlickjQuery MigrateGoogle MapsYoast SEOGoogle AnalyticsApache.

What is Franklin Wealth Management, LLC's email format?

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Franklin Wealth Management, LLC's email format typically follows the pattern of First.Last@franklin-wealth.com. Find more Franklin Wealth Management, LLC email formats with LeadIQ.

Franklin Wealth Management, LLC

Investment ManagementTennessee, United States2-10 Employees

To sign up for our online community and receive free resources, go to https://www.franklin-wealth.com/fwm-newsletter/ for more. 

Strong and enduring relationships are the most important resource within our practice. Each investor is unique and that is why we are dedicated to understanding you and your needs before we offer any investment advice. Financial planning isn’t simply about investment selections and portfolio balances. It’s about ensuring you have the means to enjoy the here and now while also preparing for your future.

We believe clear channels of communication and quality service are vital ingredients in establishing a strong rapport with clients. To deliver the highest quality service we have developed a team approach to remain responsive to our clients' needs at all times. Providing assistance and support to our fellow associates and their clients is fundamental to sustaining a quality work environment. Doing so nurtures opportunities for unparalleled service, personal growth and job satisfaction.

At Franklin Wealth Management, our mission is inspire and empower everyone to turn their dreams into reality. We are committed to providing thorough financial planning services, insightful investment advice and the highest quality customized service possible. Every member of our team looks forward to helping you achieve your goals and realize your dreams.    

Joe D. Franklin, CFP
President and Founder
Franklin Wealth Management, LLC
A Registered Investment Advisor

Section iconCompany Overview

Headquarters
4700 Hixson Pike Hixson, Tennessee 37343 United States
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconFunding & Financials

  • $25M$50M

    Franklin Wealth Management, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Franklin Wealth Management, LLC's revenue is estimated to be in the range of $25M$50M

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