Porter Wealth Management, LLC

Porter Wealth Management, LLC (CRD# 294135) is a financial advisory firm headquartered in Atlanta, GA. They manage $8,800,082 in 96 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2318 1st Ave, Atlanta, GA 30317
https://www.linkedin.com/in/justinportercfp/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $91,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, OH, TN

Financial Advisors at Porter Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Justin Porter, financial advisor Atlanta GA
Justin T. Porter
CRD#: 6483014
2318 1st Ave, Atlanta, GA 30317

Justin Porter (CRD# 6483014) is an Investment Advisor Representative working at Porter Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

2
Kyle Lepkowski, financial advisor Atlanta GA
Kyle L. Lepkowski
CRD#: 7391088
691 John Wesley Dobbs Ave Ne, Suite D C/o Alkaloid Networks, Atlanta, GA 30312

Kyle Lepkowski (CRD# 7391088) is an Investment Advisor Representative working at Porter Wealth Management, LLC in Atlanta, GA and has over 4 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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