PEACHTREE WEALTH ADVISORS, INC
Adviser information for PEACHTREE WEALTH ADVISORS, INC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,075 | $275.3M |
| Non-Discretionary | 2 | $328,004 |
| Total | 1,077 | $275.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 245 | $52.4M |
| HNW Individuals | 150 | $177.4M |
| 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 | <5 | $1.0M |
| Charitable organizations | <5 | $99,953 |
| 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 | 28 | $44.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-119707 |
|---|---|
| SEC ERA File Number | 801-119707 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139779 |
| Legal Entity Identifier | None |
Principal Office
300 W. WIEUCA ROADSUITE A205
ATLANTA
GA
United States
Monday - Friday, 9:00-5:00
Tel: 404-531-0965, Fax: 404-531-0966
Chief Compliance Officer
JONATHAN LINDVIG
CEO
300 W. WIEUCA ROAD
SUITE A205
ATLANTA
GA
United States
Tel:
404-531-0965
Fax:
404-531-0966
L******@**************M
(Full email address available in API data)
Regulatory Contact
DAVID FRANK
CFO
300 W. WIEUCA RD
SUITE A205
ATLANTA
GA
United States
Tel:
404-531-0965
Fax:
404-531-0966
F****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LINDVIG, JONATHAN, SAMUEL | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 02/2006 | 50-75% |
| FRANK, DAVID, SIMON | Individual | – | SECRETARY / CHIEF FINANCIAL OFFICER | 02/2006 | 50-75% |