ANTARES WEALTH
ANTARES WEALTH MANAGEMENT, LLC Legal Name
Adviser information for ANTARES WEALTH last updated from Form ADV on March 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 155 | $201.5M |
| Non-Discretionary | 0 | $0 |
| Total | 155 | $201.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $10.5M |
| HNW Individuals | 26 | $163.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 31 | $27.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-117492 |
|---|---|
| SEC ERA File Number | 801-117492 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305732 |
| Legal Entity Identifier | None |
Principal Office
3630 PEACHTREE ROAD, NESUITE 940
ATLANTA
GA
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 404-231-3414, Fax: 404-231-9732
Websites
Chief Compliance Officer
W. TRAVIS MCKINNEY
CHIEF COMPLIANCE OFFICER
3550 LENOX RD
SUITE 2700
ATLANTA
GA
United States
Tel:
404-264-1400
Fax:
404-237-5114
T********@****************M
(Full email address available in API data)
Regulatory Contact
KRUTI BOLICK
LENOX ROAD
3550
ATLANTA
GA
United States
Tel:
4042641400
K***********@**************M
(Full email address available in API data)
Industry Affiliates
| 2008 OPPORTUNITY PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANTARES GROUP, INC. | Accountant or accounting firm |
| H&B PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HOMRICH BERG | Other investment adviser, including financial planners |
| HOMRICH BERG PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SEVEN BRIDGES ROAD, LLC | Domestic Entity | – | MEMBER | 08/2019 | 25-50% |
| HOMRICH BERG | Domestic Entity | – | MEMBER | 06/2022 | 50-75% |
| HOMRICH & BERG, INC. | Domestic Entity | HOMRICH BERG | MEMBER | 09/2021 | 50-75% |
| NMSEF I HOLDINGS V, L.P. | Domestic Entity | HOMRICH BERG | MEMBER | 09/2021 | 25-50% |
| Pearson, Heidi, A | Individual | SEVEN BRIDGES ROAD, LLC | MEMBER | 08/2019 | 25-50% |
| KASHGEGIAN, MARK, EDWARD | Individual | SEVEN BRIDGES ROAD, LLC | MEMBER | 08/2019 | 25-50% |
| MCKINNEY, WILLIAM, TRAVIS | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | < 5% |