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COMPREHENSIVE WEALTH MANAGEMENT

Advisory

GA

Data as of Jan 8, 2024 · Source: SEC Form ADV

Average account

$375K

across 4 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2024.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InGA

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

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.

HERRINGTON FINANCIAL SERVICES, INC.

$2M

SYNDICATE CAPITAL ADVISORS, LLC.

$1M

DALTON WEALTH PLANNERS

$2M

INVICTUS CAPITAL INVESTORS

$1M

WOLVERINE INVESTMENT ADVISORS, LLC

$1M

RIDGEBACK WEALTH MANAGEMENT, LLC

PEACHTREE CITY, GA

$2M

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