RIA Intel›Advisers›Georgia›TURNER WEALTH ADVISORY, LLC

TURNER WEALTH ADVISORY, LLC

Advisory

WOODSTOCK, GA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in GA

#498

of 607 advisers by AUM

Average account

$419K

across 215 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$143K

Discretionary %99.8%

Total Clients89

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

89 clients

65 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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