Atlanta Wealth Management, Inc.

Atlanta Wealth Management, Inc. (CRD# 125190) is a financial advisory firm headquartered in , . They manage $5,348,957 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $178,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Atlanta Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David R. Boone
CRD#: 2156449
Atlanta, GA

David Boone (CRD# 2156449) is an Investment Advisor Representative working at Atlanta Wealth Management, Inc. in Atlanta, GA and has over 32 years of experience in the finance industry.

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