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| Peachtree Wealth Advisors Inc
✚
| |
|---|---|
| CRD # | 139779 |
| SEC # | 801-119707 |
| CIK # | |
| AUM | $275.6 MM (2024-03-14) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 404-531-0965 |
| Address | 300 W Wieuca Road Atlanta, GA 30342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 52.4 |
| (b) Individuals (high net worth individuals) | 150 | 177.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 44.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,077 | 275.6 |
| By Discretionary | ||
| Discretionary | 1,075 | 275.3 |
| Non-Discretionary | 2 | 0.3 |
| Total | 1,077 | 275.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.6 | |
| Total | 1,077 | 275.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Legacy Investment Partners LLC
✚
|
KS | 0.3 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.3 |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 0.3 |
|
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 0.3 |
|
Provence Registered Investment Advisor LLC
✚
|
CA | 0.3 |
|
Malaga Cove Capital LLC
✚
|
CA | 0.3 |
|
Colonial River Investments LLC
✚
|
VA | 0.3 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.3 |
|
Lodestone Wealth Management LLC
✚
|
WA | 0.3 |
|
Dravo Bay LLC
✚
|
DE | 0.3 |