|
⚲
|
| Keyboard |
| Your Wealth Consultants
✚
|
|
|---|---|
| CRD # | 310328 |
| SEC # | 801-135414 |
| CIK # | |
| AUM | 2.1 M (2026-01-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 864-415-6557 |
| Address | 10 Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 2.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 35 | 2.1 |
| By Discretionary | ||
| Discretionary | 35 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 35 | 2.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 35 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Build Whale Inc
✚
|
IL | 2.5 M |
|
Stackwell Capital Advisers LLC
✚
|
MA | 2.3 M |
|
Fingage Advisors LLC
✚
|
2.1 M | |
|
I-Cthru Inc
✚
|
1.9 M | |
|
Savvy Financial Inc
✚
|
TN | 1.9 M |
|
Advisifi LLC
✚
|
FL | 1.8 M |
|
Lanmar Capital Management LLC
✚
|
1.8 M | |
|
Swiss Alpine Wealth Management LLC
✚
|
1.8 M | |
|
Money on the Mind LLC
✚
|
1.7 M | |
|
Futuremoney RIA LLC
✚
|
NH | 1.6 M |