Overview
Assets Under Management: $276 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 167
Average Client Assets: $1 million
Frequently Asked Questions
PEACHTREE WEALTH ADVISORS, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139779), PEACHTREE WEALTH ADVISORS, INC is subject to fiduciary duty under federal law.
PEACHTREE WEALTH ADVISORS, INC is headquartered in ATLANTA, GA.
PEACHTREE WEALTH ADVISORS, INC serves 167 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, PEACHTREE WEALTH ADVISORS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PEACHTREE WEALTH ADVISORS, INC manages $276 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, PEACHTREE WEALTH ADVISORS, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 167
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.98
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,077
Discretionary Accounts: 1,075
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 139779
Last Filing Date: 2024-03-14 00:00:00
Website: https://peachtreewa.com