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PEACHTREE WEALTH ADVISORS, INC
CRD 139779 · SEC 801-119707
300 W. WIEUCA ROAD, SUITE A205, ATLANTA, GA, 30342, United States
Phone
404-531-0965
Fax
404-531-0966
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$436.8M
Discretionary AUM
$436.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 279 | $62.6M |
| High net worth individuals | 174 | $318.6M |
| Corporations/business entities | 50 | $54.4M |
States served
AL, CA, CO, DC, GA, IL, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD