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Building 2FORTHRIGHT WEALTH MANAGEMENT, LLC

Map pinALPHARETTA, GA
Phone470-395-4749
NotebookSEC #801-96202
Total AUM
$773.4M
Employees
10
Clients
576

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11780 NORTHFALL LANE
SUITE 303
ALPHARETTA
GA 30009
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
470-395-4749

ReceiptFinancials

Total AUM
$773.4M
Accounts
1,922
Discretionary
$766.8M
Accounts
1,913
Non-Discretionary
$6.6M
Accounts
9

ContactClients

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Individual Clients
301
AUM
$94.7M
HNW Individual Clients
266
AUM
$666.9M
Charitable Organization Clients
1
AUM
$186.3K
Corporation or Business Clients
8
AUM
$11.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGALANCNENHTNTXVA

HandshakeAffiliates

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

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