Forty Two Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,000,000
Clients
17
71% 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
17
LowAverage account size
$2,000,000
About
Forty Two Wealth LLC provides financial planning, discretionary portfolio management, non‑discretionary portfolio monitoring, and supplemental reporting for individual and high‑net‑worth clients and small businesses. The firm delivers client‑specific Investment Policy Statements and reporting, and it offers complimentary aggregation and tracking for accounts held away from its recommendations.
The firm constructs customized investment programs using a blend of charting, cyclical, fundamental, quantitative, and technical analysis and generally follows a buy‑and‑hold posture while employing options for hedging and margin for short‑term liquidity when appropriate. Portfolios may include mutual funds, equities, fixed income, ETFs (including cryptocurrency ETFs and precious‑metal ETFs), private placements and private real estate, private equity and credit vehicles, and the firm typically requires custody with a single institutional custodian while retaining discretion to execute trades.
A related person of the firm sponsors real estate investment funds and syndications, a practice the brochure identifies as a potential conflict of interest that the firm says it manages through written disclosure and a suitability review before any client investment; some clients, including family members, have participated in those syndications. The firm also notes its receipt of institutional research and operational support from its chosen custodian and provides complimentary supplemental reporting for external accounts, both practices it discloses as potential conflicts in its operations.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Private / alternative investments
Fee options
$0 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.75% annually $10,000,001 - $25,000,000: 0.65% annually $25,000,001 - $100,000,000: 0.45% annually $100,000,001+: 0.25% annually
Fee-only: Portfolio monitoring fixed annual fee up to $100,000, billed quarterly in advance
Main office location
Forty Two Wealth LLC
Atlanta GA, United States
Number of offices
1
Most active in
Forty Two Wealth LLC 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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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
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