Chattahoochee Wealth
RIAState Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$470K
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336778
- Website
- www.chattahoocheewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.61%
- Individuals13.39%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Chattahoochee Wealth is an independent registered advisory firm organized as an LLC and state-registered in Georgia. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its billing mixes percentage-of-AUM and fixed fees. The firm is owner-managed and does not position itself as a capital allocator, pension consultant, or multi-state adviser, and it does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds96%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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