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Building 2SUGARLOAF WEALTH MANAGEMENT, LLC

Map pinDULUTH, GA
Phone770.985.5473
NotebookSEC #801-62810
Total AUM
$610.1M
Employees
14
Clients
587

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2055 SUGARLOAF CIRCLE
SUITE 200
DULUTH
GA 30097
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
770.985.5473
Other Offices
1

ReceiptFinancials

Total AUM
$610.1M
Accounts
1,536
Discretionary
$601.5M
Accounts
1,520
Non-Discretionary
$8.6M
Accounts
16

ContactClients

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Individual Clients
375
AUM
$185M
HNW Individual Clients
196
AUM
$369.7M
Charitable Organization Clients
3
AUM
$11.6M
Corporation or Business Clients
13
AUM
$43.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCSCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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