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Home > Retirement Planners > georgia > atlanta > CAHABA WEALTH MANAGEMENT, INC.
CAHABA WEALTH MANAGEMENT, INC.
1200 Peachtree Street Ne
Suite 610
Atlanta, Georgia 30309
Tel: 404-549-7678
About CAHABA WEALTH MANAGEMENT, INC.
CAHABA WEALTH MANAGEMENT, INC, formally registered with the SEC as CAHABA WEALTH MANAGEMENT, INC. The firm was established in 11/23/2009. They have over 3 offices throughout the country.
CAHABA WEALTH MANAGEMENT, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $1,496,425,464 assets under management, offering retirement planning & investment advisory services to 674 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151675 |
| SEC# | 801-70837 |
| Assets Managed by Firm | $1,496,425,464 |
| No. of Clients | 674 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 674 | $1,496,425,464 |
| Individuals (other than high net worth individuals) | 320 | $156,449,862 |
| High net worth individuals | 354 | $1,254,291,435 |
| Pension and profit sharing plans | 2 | $84,511,562 |
| Charitable organizations | 2 | $1,172,605 |
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