Fwi Wealth Management LLC

Fwi Wealth Management LLC (CRD# 168903) is a financial advisory firm headquartered in Atlanta, GA. They manage $26,201,403 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $222,046
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
  • Selection of other advisers (including private fund managers)
  • Other
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

Financial Advisors at Fwi Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas S. McDuffie
CRD#: 4512775
Atlanta, GA
98
Wealthminder
score

Douglas McDuffie (CRD# 4512775) is an Investment Advisor Representative working at Fwi Wealth Management LLC in Atlanta, GA and has over 14 years of experience in the finance industry.

2
David B. Clarken
CRD#: 4075006
2002 Summit Boulevard, Suite 300, Atlanta, GA 30319
76
Wealthminder
score

David Clarken (CRD# 4075006) is an Investment Advisor Representative working at Fwi Wealth Management LLC in Atlanta, GA and has over 6 years of experience in the finance industry. David Clarken 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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