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Building 2REICON WEALTH ADVISORS, LLC

Map pinATLANTA, GA
Phone404-328-2120
NotebookSEC #801-128295
Total AUM
$220.1M
Employees
5
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3166 MATHIESON DRIVE
SUITE 200
ATLANTA
GA 30305
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
404-328-2120

ReceiptFinancials

Total AUM
$220.1M
Accounts
117
Discretionary
$220.1M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$6.5M
HNW Individual Clients
27
AUM
$127M
Pooled Vehicle Clients
2
AUM
$3.9M
Charitable Organization Clients
5
AUM
$82.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
GANHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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