Sugarloaf Wealth Management, LLC

Sugarloaf Wealth Management, LLC (CRD# 129602) is a financial advisory firm headquartered in Duluth, GA. They manage $610,059,810 in 1,536 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097
https://www.linkedin.com/company/sugarloaf-wealth-management-llc/about/
By the Numbers
  • Total Assets Under Management
    610
    MILLION
  • Total Number of Accounts
    1,536
    ACCOUNTS
  • Average Account Value
    $397,174
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
  • 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, FL, GA, LA, NC, SC, TN, TX

Financial Advisors at Sugarloaf Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jason Connolly, financial advisor Duluth GA
Jason T. Connolly
CRD#: 3010841
2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097

Jason Connolly (CRD# 3010841) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 26 years of experience in the finance industry.

2
Kyle Gaines, financial advisor Watkinsville GA
Kyle C. Gaines
CRD#: 5727280
3651 Mars Hill Rd, Suite 1000a, Watkinsville, GA 30677

Kyle Gaines (CRD# 5727280) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has over 14 years of experience in the finance industry.

3
Preston Henry, financial advisor Watkinsville GA
Preston M. Henry
CRD#: 5384217
3651 Mars Hill Rd, Suite 1000a, Watkinsville, GA 30677

Preston Henry (CRD# 5384217) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has over 16 years of experience in the finance industry.

4
Christopher Kohne, financial advisor Duluth GA
Christopher M. Kohne
CRD#: 2878131
2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097

Christopher Kohne (CRD# 2878131) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 26 years of experience in the finance industry.

5
Taylor Manry, financial advisor Watkinsville GA
Taylor S. Manry
CRD#: 5155904
3651 Mars Hill Rd, Suite 1000a, Watkinsville, GA 30677

Taylor Manry (CRD# 5155904) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has over 17 years of experience in the finance industry.

6
Nicholas Schuessler, financial advisor Duluth GA
Nicholas A. Schuessler
CRD#: 7001628
2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097

Nicholas Schuessler (CRD# 7001628) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 5 years of experience in the finance industry.

7
Todd Smallwood, financial advisor Duluth GA
Todd J. Smallwood
CRD#: 2131710
2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097

Todd Smallwood (CRD# 2131710) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 9 years of experience in the finance industry.

8
Adam Wilson, financial advisor Watkinsville GA
Adam C. Wilson
CRD#: 4564737
3651 Mars Hill Rd, Suite 1000a, Watkinsville, GA 30677

Adam Wilson (CRD# 4564737) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has over 21 years of experience in the finance industry.

9
Emory Linder, financial advisor Watkinsville GA
Emory Linder
CRD#: 7536333
3651 Mars Hill Rd., Unit 1000a, Watkinsville, GA 30677

Emory Linder (CRD# 7536333) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has 1 year 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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