Overview
Assets Under Management: $160 million
Headquarters: THOMASVILLE, GA
High-Net-Worth Clients: 105
Average Client Assets: $0.6 million
Frequently Asked Questions
WIREGRASS ASSET MANAGEMENT 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 #284608), WIREGRASS ASSET MANAGEMENT is subject to fiduciary duty under federal law.
WIREGRASS ASSET MANAGEMENT is headquartered in THOMASVILLE, GA.
WIREGRASS ASSET MANAGEMENT serves 105 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, WIREGRASS ASSET MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WIREGRASS ASSET MANAGEMENT manages $160 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, WIREGRASS ASSET MANAGEMENT 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: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.39%
Average Client Assets: $0.6 million
Total Client Accounts: 400
Discretionary Accounts: 394
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 284608
Filing ID: 2078126
Last Filing Date: 2026-03-20 10:47:16