Peachtree Wealth Advisors, Inc.

Peachtree Wealth Advisors, Inc. (CRD# 139779) is a financial advisory firm headquartered in Atlanta, GA. They manage $24,592,519 in 191 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $128,757
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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 Peachtree Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David S. Frank
CRD#: 4957297
300 W. Wieuca Road, Suite A205, Atlanta, GA 30342
93
Wealthminder
score

David Frank (CRD# 4957297) is an Investment Advisor Representative working at Peachtree Wealth Advisors, Inc. in Atlanta, GA and has over 10 years of experience in the finance industry.

2
Jonathan S. Lindvig
CRD#: 4431582
300 W. Wieuca Road, Suite A205, Atlanta, GA 30342
93
Wealthminder
score

Jonathan Lindvig (CRD# 4431582) is an Investment Advisor Representative working at Peachtree Wealth Advisors, Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.

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