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

SUGARLOAF WEALTH MANAGEMENT, LLC

Advisory

N·DULUTH, GA

Data as of Aug 26, 2024 · Source: SEC Form ADV

Total AUM

$610M

1-Year AUM Growth

+19.4%

3-Year CAGR

+14.1%

Employees

10

Assets Under Management

Total AUM$610M

Discretionary AUM$601M

Non-Discretionary AUM$9M

Discretionary %98.6%

Total Clients—

Team

Total Employees10

Investment Advisers14

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record39

First FilingFeb 12, 2004

Latest FilingAug 26, 2024

🔒 Full AUM trend chart and 39 historical filings spanning 20+ 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 SUGARLOAF WEALTH MANAGEMENT, LLC

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