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FINANCIAL ARCHITECTS, LLC
CRD 116027 · SEC 801-125000
302 CREEKSTONE RIDGE, WOODSTOCK, GA, 30188, United States
Phone
770-517-8160
Fax
770-517-8159
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.2M
Discretionary AUM
$199.2M
Team
3 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $17.6M |
| High net worth individuals | 61 | $181.5M |
States served
GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD