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TURNER WEALTH ADVISORY

TURNER WEALTH ADVISORY, LLC

CRD 290745

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4396 EARNEY ROAD, WOODSTOCK, GA, 30188, United States

Phone

770-751-9296

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$90.1M

Discretionary AUM

$90.0M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals19$15.4M
High net worth individuals65$68.9M

All web addresses on file

Official SEC filing: View on IAPD