Your Wealth Consultants
CRD 310328SEC# 801-135414Atlanta, GA
No longer SEC-registered. Your Wealth Consultants appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.1M
Employees
1
Accounts
35
Location
Atlanta, GA
Your Wealth Consultants assets under management
Your Wealth Consultants is an SEC-registered investment adviser based in Atlanta, GA. It reports $2.1 million in regulatory assets under management and employs 1 people.
Your Wealth Consultants owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrian L Tate Control | Cco | Over 75% | 2020 |
| Adrian L Tate Control | President | Over 75% | 2020 |
Frequently asked questions
How much does Your Wealth Consultants manage?
Your Wealth Consultants reports $2.1 million in regulatory assets under management on its Form ADV.
How many employees does Your Wealth Consultants have?
Your Wealth Consultants reports 1 employees.
Where is Your Wealth Consultants located?
Your Wealth Consultants is based in Atlanta, GA.
Does Your Wealth Consultants disclose fund performance?
Your Wealth Consultants is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Glenlake Parkway, Suite 130, Atlanta, GA 30328 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.1MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$2.1Mregulatory AUM
Discretionary $2.1M