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SUNGLOW WEALTH ADVISORY LLC

Advisory

SNELLVILLE, GA

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in GA
#529
of 607 advisers by AUM
Average account
$467K
across 158 accounts
AUM per adviser
$37M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$74M
Discretionary %
94.6%
Clients
62
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$74M
Discretionary AUM$70M
Non-Discretionary AUM$4M
Discretionary %94.6%
Total Clients62
Team
Total Employees2
Investment Advisers2
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.

BELLA WEALTH MANAGEMENT, LLC
ROSWELL, GA
$74M
JANSSON FINANCIAL SERVICES, INC.
WARNER ROBINS, GA
$74M
VIVAAN LLC
$74M
FIG PARTNERS, LLC
ATLANTA, GA
$73M
-20.0% 1Y
HUNGERPILLER CAPITAL MANAGEMENT, LLC
SAVANNAH, GA
$73M
+1.8% 1Y
CALDWELL & ORKIN INC
NORCROSS, GA
$73M
-19.2% 1Y

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