PEACHTREE WEALTH ADVISORS, INC

300 W. Wieuca Road
Suite A205
Atlanta, Georgia 30342
Tel: 404-531-0965

About PEACHTREE WEALTH ADVISORS, INC

PEACHTREE WEALTH ADVISORS, INC, formally registered with the SEC as PEACHTREE WEALTH ADVISORS, INC. The firm was established in 10/30/2020. They have over 1 offices throughout the country.

PEACHTREE WEALTH ADVISORS, INC is a Atlanta, Georgia based Financial Planning firm with nearly $275,580,219 assets under management, offering retirement planning & investment advisory services to 1077 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139779
SEC#	801-119707
Assets Managed by Firm	$275,580,219
No. of Clients	1077
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1077	$275,580,219
Individuals (other than high net worth individuals)	245	$52,423,064
High net worth individuals	150	$177,371,267
Pension and profit sharing plans	Fewer than 5 clients	$1,015,590
Charitable organizations	Fewer than 5 clients	$99,953
Corporations or other businesses	28	$44,670,345

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