Sugarloaf Wealth Management, LLC

Sugarloaf Wealth Management, LLC (CRD# 129602) is a financial advisory firm headquartered in Duluth, GA. They manage $249,316,224 in 705 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $353,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

AL, FL, GA, SC, TN

Financial Advisors at Sugarloaf Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Douglas M. Everett
CRD#: 2321178
,
96
Wealthminder
score

Douglas Everett (CRD# 2321178) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in , and has over 25 years of experience in the finance industry. Douglas Everett 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.

2
Christopher M. Kohne
CRD#: 2878131
2736 Meadow Church Rd., Suite 200, Duluth, GA 30097
96
Wealthminder
score

Christopher Kohne (CRD# 2878131) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 21 years of experience in the finance industry. Christopher Kohne 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
Jason T. Connolly
CRD#: 3010841
,
93
Wealthminder
score

Jason Connolly (CRD# 3010841) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in , and has over 20 years of experience in the finance industry.

4
Kyle C. Gaines
CRD#: 5727280
1551 Jennings Mill Road, Bldg. 2900 D, Watkinsville, GA 30677
93
Wealthminder
score

Kyle Gaines (CRD# 5727280) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has over 8 years of experience in the finance industry.

5
Taylor S. Manry
CRD#: 5155904
2736 Meadow Church Rd., Suite 200, Duluth, GA 30097
93
Wealthminder
score

Taylor Manry (CRD# 5155904) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 11 years of experience in the finance industry.

6
Adam C. Wilson
CRD#: 4564737
2736 Meadow Church Rd., Suite 200, Duluth, GA 30097
93
Wealthminder
score

Adam Wilson (CRD# 4564737) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 15 years of experience in the finance industry.

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