Sugarloaf Wealth Management, LLC

Sugarloaf Wealth Management, LLC (CRD# 129602) is a financial advisory firm headquartered in Duluth, GA. They manage $389,630,181 in 916 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    390
    MILLION
  • Total Number of Accounts
    916
    ACCOUNTS
  • Average Account Value
    $425,360
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
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, LA, NC, SC, TN, TX

Financial Advisors at Sugarloaf Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
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 23 years of experience in the finance industry.

2
Douglas M. Everett
CRD#: 2321178
2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097

Douglas Everett (CRD# 2321178) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 28 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.

3
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 11 years of experience in the finance industry. Kyle Gaines 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.

4
Preston M. Henry
CRD#: 5384217
2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097

Preston Henry (CRD# 5384217) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 14 years of experience in the finance industry. Preston Henry 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.

5
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 24 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.

6
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 15 years of experience in the finance industry. Taylor Manry 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.

7
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 3 years of experience in the finance industry.

8
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 19 years of experience in the finance industry. Adam Wilson 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.

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