RIA Intel›Advisers›Georgia›FORTY TWO WEALTH LLC

FORTY TWO WEALTH LLC

Advisory

GA

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account
$410K
across 83 accounts
AUM per adviser
$34M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM
$34M
Discretionary %
100%
Clients
17
Employees
2

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$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees2
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.

GOPI & GAWAL ENTERPRISES INC.
$34M
VARN INVESTMENT COUNSEL INC
ATLANTA, GA
$34M
-29.6% 1Y
SUREPATH FINANCIAL SERVICES, LLC
WOODSTOCK, GA
$34M
CLARIS FINANCIAL ADVISORS, INC.
ATLANTA, GA
$34M
RELIASTAR CAPITAL MANAGEMENT, INC.
DAWSONVILLE, GA
$34M
EARN INTO WEALTH STRATEGIES, LLC
ATLANTA, GA
$35M

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