Atlanta Wealth Management, Inc.

Overview

Atlanta Wealth Management, Inc. operates as an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suits both ongoing asset management relationships and one-off planning projects. It is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The adviser’s client mix spans individual and family households and institutional relationships, but it remains a small, single-office practice rather than a regional or multi-state platform. Investment activity centers on publicly available pooled vehicles rather than direct alternatives or complex in-house strategies. The firm’s stated advisory activities are financial planning services and discretionary portfolio management, with the manager allocating client assets primarily into mutual funds and other public fund vehicles to implement core equity and fixed-income exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices