Irc Wealth

Irc Wealth (CRD# 132022) is a financial advisory firm headquartered in Atlanta, GA. They manage $191,054,987 in 548 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $348,640
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
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.

CA, FL, GA, TX

Financial Advisors at Irc Wealth
Showing 1 - 3 of 3 top financial advisors.
1
David M. Ragland
CRD#: 4676215
3050 Peachtree Road Nw, Suite 220, Atlanta, GA 30305
94
Wealthminder
score

David Ragland (CRD# 4676215) is an Investment Advisor Representative working at Irc Wealth in Atlanta, GA and has over 3 years of experience in the finance industry.

2
Michelle T. Thompson
CRD#: 6888798
3050 Peachtree Road Nw, Suite 220, Atlanta, GA 30305
90
Wealthminder
score

Michelle Thompson (CRD# 6888798) is an Investment Advisor Representative working at Irc Wealth in Atlanta, GA and has 1 year of experience in the finance industry. Michelle Thompson 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.

3
Tiffany M. Hedemark
CRD#: 6742294
3050 Peachtree Road Nw, Suite 220, Atlanta, GA 30305
87
Wealthminder
score

Tiffany Hedemark (CRD# 6742294) is an Investment Advisor Representative working at Irc Wealth in Atlanta, GA and has 1 year of experience in the finance industry.

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