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J.A. LAWRENCE WEALTH MANAGEMENT
J.A. LAWRENCE WEALTH MANAGEMENT, LLC.
CRD 309849
1954 AIRPORT RD, #796, ATLANTA, GA, 30341, United States
Phone
630-999-6003
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.5M
Discretionary AUM
$20.5M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $13.0M |
| High net worth individuals | 6 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD