Seraphim Wealth Advisors, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 309457
- Website
- www.seraphimwealth.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Seraphim Wealth Advisors, Inc. is an independent, Georgia-registered advisory firm organized as a corporation and owned by an individual. The firm operates on a percentage-of-AUM fee model and lists portfolio management for individuals/small businesses and for businesses or institutions among its core advisory activities. It also offers educational seminars and workshops. The firm does not identify itself as an ESG investor, does not act as a capital allocator to third‑party managers, and is not designated as a multi‑state adviser. Those attributes suggest a geographically focused, hands‑on advisory model that centers on discretionary portfolio management.
Assets & Accounts
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
Contacts
3 of 3
Stephen Warren
Director, AdministrationCRD 5782386

E. Donell Smith
DirectorCRD 7259426

Eric Wimbush
Director, OperationsCRD 6341114
Wealth 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
- 2727 Paces Ferry Rd Se
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Investors Asset Management of Georgia Inc
RIAAtlanta, GA
Retirement Fund Management
RIAAtlanta, GA
Infinity Capital Advisors, LLC
RIAAtlanta, GA
Piedmont Private Equity
RIAAtlanta, GA
Financial Innovations, LLC
RIAAtlanta, GA
BIP Wealth, LLC
RIAAtlanta, GA