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Building 2CAHABA WEALTH MANAGEMENT, INC.

Map pinATLANTA, GA
Phone404-549-7678
NotebookSEC #801-70837
Total AUM
$2.1B
Employees
23
Clients
892

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 PEACHTREE STREET NE
SUITE 610
ATLANTA
GA 30309
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
404-549-7678
Other Offices
2

ReceiptFinancials

Total AUM
$2.1B
Accounts
888
Discretionary
$2.1B
Accounts
888
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
451
AUM
$172.5M
HNW Individual Clients
437
AUM
$1.8B
Pension/Profit Sharing Plan Clients
2
AUM
$106.1M
Charitable Organization Clients
2
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAINLAMSNCSCTNTXVA

HandshakeAffiliates

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

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