|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Peachtree Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 139779 |
| SEC # | 801-119707 |
| CIK # | |
| AUM | $346.8 M (2025-03-13) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 404-531-0965 |
| Address | 300 W Wieuca Road Atlanta, GA 30342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 55.7 |
| (b) Individuals (high net worth individuals) | 167 | 246.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 43.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,274 | 346.8 |
| By Discretionary | ||
| Discretionary | 1,274 | 346.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,274 | 346.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.8 | |
| Total | 1,274 | 346.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SS&H Financial Advisors Inc
✚
|
MI | 0.3 |
|
FSB Premier Wealth Management Inc
✚
|
IA | 0.3 |
|
Blueprint Investing LLC
✚
|
CA | 0.3 |
|
Hibernia Wealth Partners LLC
✚
|
LA | 0.3 |
|
Fortress Private Ledger LLC
✚
|
NC | 0.3 |
|
Truefg LLC
✚
|
TX | 0.3 |
|
James Reed Financial Services Inc
✚
|
OH | 0.3 |
|
Financial Life Advisors LLC
✚
|
TX | 0.3 |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 0.3 |
|
Asset Planning Services Inc
✚
|
LA | 0.3 |