Attend Wealth
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 335194
- Website
- attendwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Attend Wealth is an independent, Georgia-registered advisory firm organized as a corporation and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Attend Wealth describes itself as a capital allocator, though its client base and service set are concentrated on private individuals and families rather than institutional work. The firm does not identify as an active ESG investor and does not market pension consulting or related-adviser services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 999 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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