RIA Intel›Advisers›Georgia›CHOICE WEALTH MANAGEMENT, LLC

CHOICE WEALTH MANAGEMENT, LLC

Advisory

JOHNS CREEK, GA

Data as of Jun 22, 2026 · Source: SEC Form ADV

Average account

$121K

across 126 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients85

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

85 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

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

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$16M

GORDON BOB & CO INC

$16M

TIDEWATER 3826, INC.

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