A
CRD: 335194
Attend Wealth
Atlanta, GA, 30309
2815414808
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2025
- Office Locations
- 1
Office Locations
999 Peachtree #418 Atlanta GA
About Attend Wealth
Attend Wealth is a Atlanta-based RIA. The firm has been operating for 1 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$176.9K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Wave north
Investment Themes
Pioneer focus Quantum
Investment Vehicles
Prime catalyst
Services
Glacier matrix Frontier pioneer Bridge timber Legacy Oak Value momentum
Owner & Executives
A
ANTHONY J COLUNGA
Chief Compliance Officer, Managing Member
- CRD
- #6430798
- Ownership
- 75% or more
(511) 924-5347
vital.radial@vitalcapital.com
in linkedin.com/in/horizon-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,300,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,358,225,107 | 100.0% |
| Total | $5,358,225,107 | 100.0% |