Overview
Assets Under Management: $610 million
Headquarters: DULUTH, GA
High-Net-Worth Clients: 196
Average Client Assets: $2 million
Frequently Asked Questions
SUGARLOAF 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 #129602), SUGARLOAF WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SUGARLOAF WEALTH MANAGEMENT, LLC is headquartered in DULUTH, GA.
SUGARLOAF WEALTH MANAGEMENT, LLC serves 196 high-net-worth clients according to their SEC filing dated August 26, 2024. View client details ↓
According to their SEC Form ADV, SUGARLOAF WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SUGARLOAF WEALTH MANAGEMENT, LLC manages $610 million in client assets according to their SEC filing dated August 26, 2024.
According to their SEC Form ADV, SUGARLOAF WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,536
Discretionary Accounts: 1,520
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 129602
Last Filing Date: 2024-08-26 00:00:00
Website: https://swmllc.com