RIA Intel›Advisers›Georgia›CHATTAHOOCHEE WEALTH, LLC

CHATTAHOOCHEE WEALTH, LLC

Advisory

GA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$470K
across 19 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
4
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

AEGIS CAPITAL GROUP, LLC
ATLANTA, GA
$9M
MASON WESTBRIDGE ASSET MANAGEMENT LLC
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$9M
DB ASSET MANAGEMENT,LLC.
$9M
ZUMA CAPITAL MANAGEMENT, LLC
CHAMBLEE, GA
$9M
INTERSTATE ADVISORS, INC.
KENNESAW, GA
$9M
FIVEPOINTS FINANCIAL PLANNING LLC
PEACHTREE CITY, GA
$9M

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