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CHOICE WEALTH MANAGEMENT, LLC
CRD 166471
11555 MEDLOCK BRIDGE RD, STE 100, JOHNS CREEK, GA, 30097, United States
Phone
(404) 475-2675
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.4M
Discretionary AUM
$12.4M
Team
2 total employees; 1 advisory reps; 71 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2025-10-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $12.4M |
All web addresses on file
Official SEC filing: View on IAPD