SUGARLOAF WEALTH MANAGEMENT, LLC

2055 Sugarloaf Circle
Suite 200
Duluth, Georgia 30097
Tel: 770.985.5473

About SUGARLOAF WEALTH MANAGEMENT, LLC

SUGARLOAF WEALTH MANAGEMENT, LLC, formally registered with the SEC as SUGARLOAF WEALTH MANAGEMENT, LLC. The firm was established in 02/13/2004. They have over 2 offices throughout the country.

SUGARLOAF WEALTH MANAGEMENT, LLC is a Duluth, Georgia based Financial Planning firm with nearly $610,059,810 assets under management, offering retirement planning & investment advisory services to 1536 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129602
SEC#	801-62810
Assets Managed by Firm	$610,059,810
No. of Clients	1536
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1536	$610,059,810
Individuals (other than high net worth individuals)	375	$185,037,248
High net worth individuals	196	$369,656,620
Charitable organizations	3	$11,556,133
Corporations or other businesses	13	$43,809,809

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