Choice Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,432,753
Clients
71
0% high-net worth
Advisors
1
of 2 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
71
Very HighAverage account size
$175,109
About
The firm provides discretionary investment supervisory services to individuals, businesses, and non‑profit organizations, developing an Investment Policy Statement for each client and offering ongoing portfolio management. It implements strategies using individual stocks, exchange‑traded funds, and options, and maintains an account minimum of $50,000 that may be waived based on client needs.
The adviser uses charting and technical analysis and employs both long‑term and short‑term trading approaches, with periodic portfolio monitoring and a stated practice of seeking written discretionary authority to trade on clients’ behalf. Client accounts are reviewed at least monthly by the firm’s designated reviewer, and clients receive regular custodial reports at least quarterly.
The brochure discloses that the firm requires clients to use a specific custodian and participates in TD Ameritrade’s institutional program, receiving non‑monetary benefits the firm acknowledges could create conflicts of interest. It also reports no discretionary or non‑discretionary assets under management as of December 2017 and specifies that it does not accept performance‑based fees or proxy‑voting authority, practices that differ from many peers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.50% annually
Account minimum: $50,000
Main office location
Choice Wealth Management, LLC
11555 Medlock Bridge Rd, Ste 100
Johns Creek GA 30097, United States
Number of offices
1
Most active in
Choice Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
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
LinkedIn
Facebook
Instagram
Website
(404) 475-2675
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