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| Keyboard |
| Peachtree Wealth Advisors Inc
✚
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|
|---|---|
| CRD # | 139779 |
| SEC # | 801-119707 |
| CIK # | |
| AUM | 436.8 M (2026-03-12) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 404-531-0965 |
| Address | 300 W Wieuca Road Atlanta, GA 30342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 62.6 |
| (b) Individuals (high net worth individuals) | 174 | 318.6 |
| (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 | 0.7 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 50 | 54.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,359 | 436.8 |
| By Discretionary | ||
| Discretionary | 1,359 | 436.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,359 | 436.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 436.8 | |
| Total | 1,359 | 436.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Access Financial Services Inc
✚
|
MN | 437.8 M |
|
Lloyd Advisory Services LLC
✚
|
GA | 437.6 M |
|
Crown Wealth Group LLC
✚
|
NC | 437.5 M |
|
Note Advisors LLC
✚
|
NY | 437.0 M |
|
Herbert J SIMS Capital Management Inc
✚
|
CT | 436.9 M |
|
PFG Investments LLC
✚
|
OR | 436.8 M |
|
Ndure Global LLC
✚
|
436.7 M | |
|
Blueprint Investing LLC
✚
|
CA | 436.3 M |
|
Financial Asset Management Corp
✚
|
NY | 436.2 M |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 436.0 M |