WEALTH WITH NO REGRETS�

BOOMFISH WEALTH GROUP, LLC Legal Name

Adviser information for WEALTH WITH NO REGRETS� last updated from Form ADV on March 25th, 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	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	568	$162.3M
Non-Discretionary	0	$0
Total	568	$162.3M

Clients

Type	Number	RAUM
Individuals	105	$26.6M
HNW Individuals	68	$117.8M
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	5	$17.8M
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	5
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-128215
SEC ERA File Number	801-128215
SEC CIK Numbers	2010786
SEC CRD Numbers	159201
Legal Entity Identifier	None

Principal Office

12600 DEERFIELD PARKWAY
SUITE 475
ALPHARETTA
GA
United States

Monday - Friday, 9:00AM-5:00PM

Tel: 678-278-9632, Fax: 888-793-8332

Websites

www.linkedin.com/in/barryhspencer www.facebook.com/wealthwithnoregrets www.linkedin.com/company/wealth-with-no-regrets www.wealthwithnoregrets.com www.atlretire.com/

Chief Compliance Officer

BARRY H. SPENCER

MANAGING MEMBER

12600 DEERFIELD PARKWAY

SUITE 475

ALPHARETTA

United States

Tel: 678-278-9632

Fax: 888-793-8332

B****@**********************M

(Full email address available in API data)

Regulatory Contact

SCOTT NOBLE

12600 DEERFIELD PARKWAY

SUITE 475

ALPHARETTA

United States

Tel: 678-278-9632

Fax: 888-793-8332

S*********@**********************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
SPENCER, BARRY, HUDSON	Individual	–	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	09/2011	> 75%
NOBLE, SCOTT, M	Individual	–	CHIEF OPERATING OFFICER	01/2017	< 5%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024

Name	Class	Value $USD	# Shares	Private Fund
ABBVIE INC	COM	249K	1K	–
ACCENTURE PLC IRELAND	SHS CLASS A	1M	5K	–
ADOBE INC	COM	2M	4K	–
AIR PRODS & CHEMS INC	COM	1M	6K	–
ALPHABET INC	CAP STK CL A	377K	2K	–
ALPHABET INC	CAP STK CL C	3M	17K	–
AMAZON COM INC	COM	3M	16K	–
AMGEN INC	COM	2M	5K	–
APPLE INC	COM	3M	15K	–
APPLIED MATLS INC	COM	3M	12K	–
ARCADIUM LITHIUM PLC	COM SHS	81K	24K	–
ARISTA NETWORKS INC	COM	3M	8K	–
ASML HOLDING N V	N Y REGISTRY SHS	3M	3K	–
AUTODESK INC	COM	867K	4K	–
BANK AMERICA CORP	COM	2M	38K	–
BERKSHIRE HATHAWAY INC DEL	CL B NEW	2M	4K	–
BLOCK INC	CL A	846K	13K	–
BOOKING HOLDINGS INC	COM	3M	650	–
BORGWARNER INC	COM	1M	35K	–
CANADIAN PACIFIC KANSAS CITY	COM	228K	3K	–
CHEVRON CORP NEW	COM	300K	2K	–
COCA COLA CO	COM	463K	7K	–
COMCAST CORP NEW	CL A	1M	35K	–
COSTAR GROUP INC	COM	2M	29K	–
COSTCO WHSL CORP NEW	COM	3M	3K	–
DANAHER CORPORATION	COM	860K	3K	–
DIGITAL RLTY TR INC	COM	1M	9K	–
DISNEY WALT CO	COM	1M	13K	–
DOLLAR GEN CORP NEW	COM	885K	7K	–
DOMINOS PIZZA INC	COM	3M	5K	–
ECOLAB INC	COM	1M	6K	–
ENBRIDGE INC	COM	1M	38K	–
ESPERION THERAPEUTICS INC NE	COM	66K	30K	–
EXPEDITORS INTL WASH INC	COM	2M	17K	–
EXXON MOBIL CORP	COM	2M	15K	–
FISERV INC	COM	253K	2K	–
FORTINET INC	COM	2M	35K	–
HOME DEPOT INC	COM	854K	2K	–
HONEYWELL INTL INC	COM	1M	6K	–
INTERCONTINENTAL EXCHANGE IN	COM	2M	18K	–
INTUITIVE SURGICAL INC	COM NEW	968K	2K	–
ISHARES TR	20 YR TR BD ETF	803K	9K	–
ISHARES TR	CORE US AGGBD ET	961K	10K	–
JOHNSON & JOHNSON	COM	1M	9K	–
KLA CORP	COM NEW	2M	3K	–
LAUDER ESTEE COS INC	CL A	1M	11K	–
LOCKHEED MARTIN CORP	COM	2M	5K	–
LOWES COS INC	COM	2M	11K	–
MASTERCARD INCORPORATED	CL A	2M	6K	–
MEDTRONIC PLC	SHS	1M	16K	–
MERCADOLIBRE INC	COM	2M	1K	–
META PLATFORMS INC	CL A	1M	3K	–
MICROCHIP TECHNOLOGY INC.	COM	2M	24K	–
MICROSOFT CORP	COM	4M	8K	–
MONDELEZ INTL INC	CL A	1M	18K	–
NEXTERA ENERGY INC	COM	1M	21K	–
NVIDIA CORPORATION	COM	4M	29K	–
PALANTIR TECHNOLOGIES INC	CL A	972K	38K	–
PALO ALTO NETWORKS INC	COM	3M	8K	–
PAYCHEX INC	COM	1M	10K	–
PEPSICO INC	COM	1M	8K	–
PROCTER AND GAMBLE CO	COM	842K	5K	–
ROPER TECHNOLOGIES INC	COM	1M	2K	–
ROYAL BK CDA	COM	1M	13K	–
RTX CORPORATION	COM	2M	15K	–
SALESFORCE INC	COM	2M	9K	–
SERVICENOW INC	COM	3M	4K	–
SPDR S&P 500 ETF TR	TR UNIT	270K	496	–
SPDR SER TR	BLOOMBERG 1-3 MO	8M	84K	–
STARBUCKS CORP	COM	1M	15K	–
TERADYNE INC	COM	3M	17K	–
THERMO FISHER SCIENTIFIC INC	COM	2M	4K	–
TRACTOR SUPPLY CO	COM	855K	3K	–
UNION PAC CORP	COM	1M	6K	–
UNITED PARCEL SERVICE INC	CL B	3M	19K	–
UNITEDHEALTH GROUP INC	COM	2M	5K	–
US BANCORP DEL	COM NEW	1M	32K	–
VALVOLINE INC	COM	1M	31K	–
VANECK ETF TRUST	MRNGSTR WDE MOAT	7M	85K	–
VEEVA SYS INC	CL A COM	2M	12K	–
VERIZON COMMUNICATIONS INC	COM	1M	34K	–
VERTEX PHARMACEUTICALS INC	COM	2M	5K	–
VISA INC	COM CL A	2M	9K	–
WALMART INC	COM	2M	22K	–
WORKDAY INC	CL A	2M	10K	–
ZIMMER BIOMET HOLDINGS INC	COM	1M	11K	–