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Building 2PEACHTREE WEALTH MANAGEMENT, LLC

Map pinATLANTA, GA
Phone678-904-0594
NotebookSEC #801-63235
Total AUM
$256.3M
Employees
5
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3715 NORTHSIDE PARKWAY
SUITE 2-600
ATLANTA
GA 30327
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
678-904-0594

ReceiptFinancials

Total AUM
$256.3M
Accounts
44
Discretionary
$43.2M
Accounts
5
Non-Discretionary
$213.1M
Accounts
39

ContactClients

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HNW Individual Clients
39
AUM
$213.1M
Pooled Vehicle Clients
5
AUM
$43.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANC

HandshakeAffiliates

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

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