Atlanta Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,287,537
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
10
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$628,754
About
Atlanta Wealth Management is a fee-only, independent advisory firm that serves individuals, high-net-worth individuals, and trustees of personal trusts by providing financial planning (called a Financial Goal Plan), investment management, Investment Policy Statement development, and fiduciary training and assessment services. As of March 17, 2026 the firm managed about $6.3 million for ten clients and does not accept commission-based compensation.
The firm’s client process is iterative: the Financial Goal Plan feeds the Investment Policy Statement, which becomes the basis for discretionary portfolio management, and completion of the plan and IPS is a prerequisite for investment management. Atlanta Wealth Management limits advice to mutual funds and ETFs, conducts quarterly account reviews and periodic IPS updates, applies the Global Fiduciary Standard of Excellence, and recently stopped using peer-relative performance as a criterion when analyzing actively managed funds.
Notable distinctions include a formal fiduciary-assessment practice—offering the Consultant’s Review of Fiduciary Practices (CRFP), the more rigorous Consultant’s Assessment of Fiduciary Excellence (CAFE), and support for CEFEX recognition—services that target trustees and other investment stewards. The firm operates as a long-established solo practice with fiduciary-focused credentials, generally requires a $250,000 initial investable-assets minimum for managed accounts (waivable in some cases), and typically asks clients to custody assets at Charles Schwab for accounts it manages.
Client services
Financial planning
Portfolio management
Fiduciary consulting services
Expertise
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Fixed fee of $1,800 for Financial Goal Plan; $900 for Younger Adults; $240 for Investment Policy Statement for individuals; $480 for trusts/entities.
$0 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
$240 per hour for financial planning services other than Financial Goal Plans and fiduciary consulting.
Account minimum: $250,000 Fee-only: Fixed fees for Financial Goal Plans ($1,800 standard, $900 for Younger Adults), Investment Policy Statements ($240 individuals, $480 trusts/entities), Fiduciary Assessment services ($240/hour, total $2,000-$5,000 for CRFP, higher for CAFE). Hourly fees for other financial planning services at $240/hour.
Main office location
Atlanta Wealth Management, Inc.
Atlanta GA, United States
Number of offices
1
Most active in
Atlanta Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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