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Building 2EADS & HEALD WEALTH MANAGEMENT

Map pinATLANTA, GA
Phone770-988-9556
NotebookSEC #801-29263
Total AUM
$240.5M
Employees
6
Clients
231

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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