Fwi Wealth Management LLC

Fwi Wealth Management LLC (CRD# 168903) is a financial advisory firm headquartered in Sandy Springs, GA. They manage $40,107,937 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1 Glenlake Parkway Ne, Suite 650, Sandy Springs, GA 30328
https://www.facebook.com/fwiwealthmanagement/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $520,882
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Fwi Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Clarken, financial advisor Atlanta GA
David B. Clarken
CRD#: 4075006
741 Monroe Drive Ne, Atlanta, GA 30308

David Clarken (CRD# 4075006) is an Investment Advisor Representative working at Fwi Wealth Management LLC in Atlanta, GA and has over 13 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