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DALTON WEALTH PLANNERS

Advisory

DALTON, GA

Data as of Aug 18, 2026 · Source: SEC Form ADV

Average account

$116K

across 13 accounts

AUM per adviser

$753K

2 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA

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

9 clients

2 high-net-worth

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

COMPREHENSIVE WEALTH MANAGEMENT

$2M

SYNDICATE CAPITAL ADVISORS, LLC.

$1M

INVICTUS CAPITAL INVESTORS

$1M

RIDGEBACK WEALTH MANAGEMENT, LLC

PEACHTREE CITY, GA

$2M

WOLVERINE INVESTMENT ADVISORS, LLC

$1M

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