Peachtree Wealth Advisors, Inc.
Peachtree Wealth Advisors, Inc. (CRD# 139779) is a financial advisory firm headquartered in Atlanta, GA. They manage $51,143,548 in 371 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts371ACCOUNTS
Average Account Value$137,853
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
David Frank (CRD# 4957297) is an Investment Advisor Representative working at Peachtree Wealth Advisors, Inc. in Atlanta, GA and has over 11 years of experience in the finance industry.
Jonathan Lindvig (CRD# 4431582) is an Investment Advisor Representative working at Peachtree Wealth Advisors, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.