Overview
- Headquarters
- Atlanta, GA
- Total Firm Assets
- $188 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
Fee Disclosure
Source: WW FORM ADV PART 2A (2026-09-21)
· View brochure text
Latest filing: WW FORM ADV PART 2A (2026-09-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $4,000,000 | 0.80% |
| $4,000,001 | $6,000,000 | 0.60% |
| $6,000,001 | $8,000,000 | 0.40% |
| $8,000,001 | $10,000,000 | 0.25% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,000 | 0.84% |
| $10 million | $61,000 | 0.61% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 69.24%
- Number of High-Net-Worth Clients
- 48
- Total Client Accounts
- 839
- Discretionary Accounts
- 656
- Non-Discretionary Accounts
- 183
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 321215
- WW FORM ADV PART 2A (2026-09-25) · View brochure text
- WW FORM ADV PART 2A (2026-09-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗