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Building 21776 WEALTH LLC

Map pinSANDY SPRINGS, GA
Phone678-257-2730
NotebookSEC #801-109928
Total AUM
$390.8M
Employees
2
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 HAMMOND DRIVE
BLDG 5, SUITE 200
SANDY SPRINGS
GA 30328
United States
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
678-257-2730

ReceiptFinancials

Total AUM
$390.8M
Accounts
436
Discretionary
$390.8M
Accounts
436
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$7.7M
HNW Individual Clients
48
AUM
$266.7M
Pension/Profit Sharing Plan Clients
1
AUM
$6.7M
Corporation or Business Clients
24
AUM
$109.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY, ADVISORY CONSULTING, & FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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