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Home > Retirement Planners > georgia > duluth > SUGARLOAF WEALTH MANAGEMENT, LLC
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 $510,924,669 assets under management, offering retirement planning & investment advisory services to 1421 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 | $510,924,669 |
| No. of Clients | 1421 |
| No. of Advisors | 14 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1421 | $510,924,669 |
| Individuals (other than high net worth individuals) | 362 | $147,087,038 |
| High net worth individuals | 195 | $321,907,157 |
| Charitable organizations | 4 | $9,064,635 |
| Corporations or other businesses | 12 | $32,865,839 |
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