Clearbridge Wealth Management, Inc.

Clearbridge Wealth Management, Inc. (CRD# 169169) is a financial advisory firm headquartered in Atlanta, GA. They manage $142,225,176 in 215 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $661,512
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, GA, NC, PA, SC, TN, TX

Financial Advisors at Clearbridge Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James P. Byers
CRD#: 4497640
7000 Central Parkway, Suite 1760, Atlanta, GA 30328
96
Wealthminder
score

James Byers (CRD# 4497640) is an Investment Advisor Representative working at Clearbridge Wealth Management, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry. James Byers 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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