Ashworth Sullivan Wealth Management Group

Ashworth Sullivan Wealth Management Group (CRD# 150008) is a financial advisory firm headquartered in Alpharetta, GA. They manage $67,763,234 in 125 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $542,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Ashworth Sullivan Wealth Management Group
Showing 1 - 7 of 7 top financial advisors.
1
Jessica V. Dabbs
CRD#: 5896572
30,000 Mill Creek Ave, Suite 340, Alpharetta, GA 30022
90
Wealthminder
score

Jessica Dabbs (CRD# 5896572) is an Investment Advisor Representative working at Ashworth Sullivan Wealth Management Group in Alpharetta, GA and has over 4 years of experience in the finance industry.

2
Samuel R. Hogan
CRD#: 6520660
2701 Windemere Drive, Valdosta, GA 31602
87
Wealthminder
score

Samuel Hogan (CRD# 6520660) is an Investment Advisor Representative working at Ashworth Sullivan Wealth Management Group in Valdosta, GA and has 1 year of experience in the finance industry.

3
Paul D. Orr
CRD#: 6377203
30,000 Mill Creek Ave, Suite 340, Alpharetta, GA 30022
76
Wealthminder
score

Paul Orr (CRD# 6377203) is an Investment Advisor Representative working at Ashworth Sullivan Wealth Management Group in Alpharetta, GA and has over 2 years of experience in the finance industry.

4
Richard M. Poore
CRD#: 2286538
30,000 Mill Creek Ave, Suite 340, Alpharetta, GA 30022
68
Wealthminder
score

Richard Poore (CRD# 2286538) is an Investment Advisor Representative working at Ashworth Sullivan Wealth Management Group in Alpharetta, GA and has over 24 years of experience in the finance industry.

5
Casey D. Sullivan
CRD#: 4763464
30,000 Mill Creek Ave, Suite 340, Alpharetta, GA 30022
68
Wealthminder
score

Casey Sullivan (CRD# 4763464) is an Investment Advisor Representative working at Ashworth Sullivan Wealth Management Group in Alpharetta, GA and has over 12 years of experience in the finance industry.

6
Marcus A. Ashworth
CRD#: 2890387
30,000 Mill Creek Ave, Suite 340, Alpharetta, GA 30022
61
Wealthminder
score

Marcus Ashworth (CRD# 2890387) is an Investment Advisor Representative working at Ashworth Sullivan Wealth Management Group in Alpharetta, GA and has over 19 years of experience in the finance industry. Marcus Ashworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kenneth S. Brandenburg
CRD#: 1000539
30,000 Mill Creek Ave, Suite 340, Alpharetta, GA 30022
44
Wealthminder
score

Kenneth Brandenburg (CRD# 1000539) is an Investment Advisor Representative working at Ashworth Sullivan Wealth Management Group in Alpharetta, GA and has over 35 years of experience in the finance industry. Kenneth Brandenburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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