Atlanta Wealth Management, Inc.
Atlanta Wealth Management, Inc. (CRD# 125190) is a financial advisory firm headquartered in , . They manage $4,358,457 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Atlanta Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$140,595
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Atlanta Wealth Management, Inc.
1
David Boone (CRD# 2156449) is an Investment Advisor Representative working at Atlanta Wealth Management, Inc. in Atlanta, GA and has over 32 years of experience in the finance industry.
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