Overview
Assets Under Management: $256 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 39
Average Client Assets: $5.5 million
Frequently Asked Questions
PEACHTREE WEALTH MANAGEMENT, LLC 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 #131821), PEACHTREE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PEACHTREE WEALTH MANAGEMENT, LLC is headquartered in ATLANTA, GA.
PEACHTREE WEALTH MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated April 13, 2018. View client details ↓
According to their SEC Form ADV, PEACHTREE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
PEACHTREE WEALTH MANAGEMENT, LLC manages $256 million in client assets according to their SEC filing dated April 13, 2018.
According to their SEC Form ADV, PEACHTREE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.15%
Average Client Assets: $5.5 million
Total Client Accounts: 44
Discretionary Accounts: 5
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 131821
Filing ID: 1208546
Last Filing Date: 2018-04-13 11:21:00