Peachtree Wealth Advisors, Inc
● SEC registered since 2020CRD 139779SEC# 801-119707Atlanta, GA
Reg. AUM
$436.8M
Employees
3
Accounts
1,359
Location
Atlanta, GA
Peachtree Wealth Advisors, Inc assets under management
Peachtree Wealth Advisors, Inc is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2020. It reports $436.8 million in regulatory assets under management and employs 3 people.
Peachtree Wealth Advisors, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Simon Frank Control | Secretary / Chief Financial Officer | 50-75% | 2006 |
| Jonathan Samuel Lindvig Control | President / Chief Compliance Officer | 50-75% | 2006 |
Frequently asked questions
How much does Peachtree Wealth Advisors, Inc manage?
Peachtree Wealth Advisors, Inc reports $436.8 million in regulatory assets under management on its Form ADV.
How many employees does Peachtree Wealth Advisors, Inc have?
Peachtree Wealth Advisors, Inc reports 3 employees.
Where is Peachtree Wealth Advisors, Inc located?
Peachtree Wealth Advisors, Inc is based in Atlanta, GA and has been SEC-registered since 2020.
Does Peachtree Wealth Advisors, Inc disclose fund performance?
Peachtree Wealth Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 W. Wieuca Road, Suite A205, Atlanta, GA 30342 |
| Phone | 404-531-0965 |
| Fax | 404-531-0966 |
| Office hours | 9:00-5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$436.8M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$436.8Mregulatory AUM
Discretionary $436.8M