PEACHTREE WEALTH ADVISORS, INC

RIASEC RegisteredEst. 2020

Total AUM

$437M

Discretionary

$437M

100% of AUM

Avg account

$321K

Accounts

1,359

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 139779
Registered since: October 30, 2020
Website: www.peachtreewa.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.94%
Individuals14.34%
Corporations / Businesses12.45%
Pension & Profit Sharing Plans0.17%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Peachtree Wealth Advisors, Inc. is an independent, SEC-registered RIA structured as a corporation and owned by an individual. The firm has been SEC-registered since 2020 and positions itself as a capital allocator for both individual/family and institutional clients. Its fee model includes percentage-of-AUM billing as well as fixed fees. In addition to advisory services, the firm operates as a registered representative of a broker-dealer and as an insurance broker. Advisory capabilities listed in regulatory filings cover comprehensive financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. The firm also says it provides selection-of-other-advisers services and pension-related consulting. Peachtree does not identify as an active ESG investor and is described as operating within a single state.