Peachtree Wealth Advisors, Inc.

Peachtree Wealth Advisors, Inc. (CRD# 139779) is a financial advisory firm headquartered in Atlanta, GA. They manage $275,580,219 in 1,077 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
300 W. Wieuca Road, Suite A205, Atlanta, GA 30342
http://www.peachtreewa.com
By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    1,077
    ACCOUNTS
  • Average Account Value
    $255,878
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, DC, FL, GA, IL, NC, SC, TN, TX, VA

Financial Advisors at Peachtree Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Frank, financial advisor Atlanta GA
David S. Frank
CRD#: 4957297
300 W. Wieuca Road, Suite A205, Atlanta, GA 30342

David Frank (CRD# 4957297) is an Investment Advisor Representative working at Peachtree Wealth Advisors, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.

2
Jonathan Lindvig, financial advisor Atlanta GA
Jonathan S. Lindvig
CRD#: 4431582
300 W. Wieuca Road, Suite A205, Atlanta, GA 30342

Jonathan Lindvig (CRD# 4431582) is an Investment Advisor Representative working at Peachtree Wealth Advisors, Inc. in Atlanta, GA and has over 22 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.

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