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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus matrix
- Established Date
- 07-08-1991
- Office Locations
- 1
Office Locations
About Atlanta Wealth Management, Inc.
Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm serving individuals and families, with a specialty supporting trustees, foundations, and investment committees through fiduciary training and fiduciary assessments/audits to strengthen their investment process. Investment implementation emphasizes asset allocation using vehicles such as ETFs, index funds, and mutual funds. The firm is CEFEX-certified to the Global Fiduciary Standard of Excellence.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID RICHARD BOONE
Chief Compliance Officer, Investment Advisor
- CRD
- #2156449
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,296,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,296,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,296,500
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,916,844,343 | 55.6% |
| Cash | $3,127,839,728 | 44.4% |
| Total | $7,044,684,071 | 100.0% |