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

PEACHTREE WEALTH MANAGEMENT, LLC

Advisory

N·ATLANTA, GA

Data as of Apr 13, 2018 · Source: SEC Form ADV

Total AUM

$256M

1-Year AUM Growth

-35.8%

3-Year CAGR

-2.2%

Employees

0

Assets Under Management

Total AUM$256M

Discretionary AUM$43M

Non-Discretionary AUM$213M

Discretionary %16.8%

Total Clients—

Team

Total Employees0

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingJun 4, 2004

Latest FilingApr 13, 2018

🔒 Full AUM trend chart and 22 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PEACHTREE WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.