Boomfish Wealth Group, LLC
● SEC registered since 2023CRD 159201SEC# 801-128215Alpharetta, GA
Reg. AUM
$214.4M
Employees
13
Accounts
786
Location
Alpharetta, GA
Boomfish Wealth Group, LLC assets under management
Boomfish Wealth Group, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2023. It reports $214.4 million in regulatory assets under management and employs 13 people.
Boomfish Wealth Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Hudson Spencer Control | Managing Member/ Chief Compliance Officer | 50-75% | 2011 |
| Scott M Noble Control | Chief Operating Officer | 25-50% | 2017 |
Frequently asked questions
How much does Boomfish Wealth Group, LLC manage?
Boomfish Wealth Group, LLC reports $214.4 million in regulatory assets under management on its Form ADV.
How many employees does Boomfish Wealth Group, LLC have?
Boomfish Wealth Group, LLC reports 13 employees.
Where is Boomfish Wealth Group, LLC located?
Boomfish Wealth Group, LLC is based in Alpharetta, GA and has been SEC-registered since 2023.
Does Boomfish Wealth Group, LLC disclose fund performance?
Boomfish Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12600 Deerfield Parkway, Suite 475, Alpharetta, GA 30004 |
| Phone | 678-278-9632 |
| Fax | 888-793-8332 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$214.4Mregulatory AUM
Discretionary $214.4M