|
⚲
|
| 34 Financial LLC
✚
|
|
|---|---|
| CRD # | 329383 |
| SEC # | 801-135314 |
| CIK # | |
| AUM | $101.0 M (2026-02-12) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 404-383-2100 |
| Address | 2827 Peachtree Rd Atlanta, GA 30305 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.8 |
| (b) Individuals (high net worth individuals) | 90 | 99.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 93 | 101.0 |
| By Discretionary | ||
| Discretionary | 93 | 101.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 93 | 101.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.0 | |
| Total | 93 | 101.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sound Legacy Wealth Advisors LLC
✚
|
0.1 | |
|
Endurance Financial Planning LLC
✚
|
TX | 0.1 |
|
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
|
Rock Creek Wealth Management LLC
✚
|
OR | 0.1 |
|
FC Wealth Solutions LLC
✚
|
OH | 0.1 |
|
Pflueger Wealth LLC
✚
|
0.1 | |
|
Hilpan Moxie Wealth Management LLC
✚
|
0.1 | |
|
Course Management Investment Advisors LLC
✚
|
NC | 0.1 |
|
Capital Investment Management LLC
✚
|
CA | 0.1 |
|
Approach Capital LLC
✚
|
0.1 |