← Back to searchVisit website
WEALTH WITH NO REGRETS®
BOOMFISH WEALTH GROUP, LLC
CRD 159201 · SEC 801-128215
12600 DEERFIELD PARKWAY, SUITE 475, ALPHARETTA, GA, 30004, United States
Phone
678-278-9632
Fax
888-793-8332
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.4M
Discretionary AUM
$214.4M
Team
13 total employees; 5 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $36.6M |
| High net worth individuals | 97 | $153.7M |
| Charitable organizations | 6 | $24.0M |
States served
GA, TX, FL
All web addresses on file
- https://www.linkedin.com/company/wealth-with-no-regrets
- HTTP://WWW.WEALTHWITHNOREGRETS.COM
- http://www.facebook.com/WealthWithNoRegrets
- https://www.retireabundant.com
- https://www.retireabundantlytoday.com/
- https://directory.wealthwithnoregrets.com/
- https://www.wwnr.tv/
- https://www.wwnr.info/
- https://www.instagram.com/wealthwithnoregrets
- https://wwnr.com/
- http://www.linkedin.com/in/barryhspencer
- https://financeinsights.net/0P34TlM08C2qjq2?utm_source=commercials&utm_medium=web&utm_campaign=HVO
- https://financeinsights.net/E4eETe5pxsB4nq?utm_source=TV+look%20live&utm_medium=Web
- https://www.retireonpar.com/
- https://www.wwnr.com/wsb
- https://www.wwnr.com/cbs
Official SEC filing: View on IAPD