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CAHABA WEALTH MANAGEMENT, INC.
CRD 151675 · SEC 801-70837
1200 PEACHTREE STREET NE, SUITE 610, ATLANTA, GA, 30309, United States
Phone
404-549-7678
Fax
404-549-7896
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.06B
Discretionary AUM
$2.06B
Team
23 total employees; 17 advisory reps; 124 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 451 | $172.5M |
| High net worth individuals | 437 | $1.78B |
| Pension/profit sharing plans | 2 | $106.1M |
| Charitable organizations | 2 | $1.5M |
States served
AL, CA, CO, GA, IN, LA, MS, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD