Cpa Wealth Advisors, LLC

Cpa Wealth Advisors, LLC (CRD# 170129) is a financial advisory firm headquartered in Atlanta, GA. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5565 Glenridge Connector, Suite 825, Atlanta, GA 30342
http://www.cpa4wealth.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, SC

Financial Advisors at Cpa Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Howard Alpern, financial advisor Atlanta GA
Howard P. Alpern
CRD#: 4356116
5565 Glenridge Connector, Suite 825, Atlanta, GA 30342

Howard Alpern (CRD# 4356116) is an Investment Advisor Representative working at Cpa Wealth Advisors, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

2
Gerald Benjamin, financial advisor Atlanta GA
Gerald R. Benjamin
CRD#: 4813196
5565 Glenridge Connector, Suite 825, Atlanta, GA 30342

Gerald Benjamin (CRD# 4813196) is an Investment Advisor Representative working at Cpa Wealth Advisors, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals