$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PathwayGlacier focus +more
- Established Date
- 08-07-2025
- Office Locations
- 1
Office Locations
-- Cumming GA
About Chattahoochee Wealth
Chattahoochee Wealth is a Cumming-based RIA. The firm has been operating for 0 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Fusion Foundation Quantum Vital
Client Personas
Frontier
Custodian
Value Bridge vital Fusion Pioneer foundation Insight eagle
Fund Managers
Catalyst
Investment Themes
Capital capital Timber
Investment Vehicles
Unison
Services
Atlas value Zenith insight Prime Meridian North optima Quantum glacier Atlas Alpha Horizon ridge
Technology
Catalyst Vital harbor Foundation
Owner & Executives
R
Robert Nicolas Fazio
Chief Compliance Officer, President, WEALTH ADVISOR
- CRD
- #7561757
- Ownership
- 75% or more
(964) 402-4534
beacon.optima@radialcapital.com
in linkedin.com/in/glacier-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,931,181 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,931,181 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,931,181
Public Funds:
35.9% Equity - OTC:
35.0% Cash:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $128,352,449 | 35.9% |
| Equity - OTC | $125,134,700 | 35.0% |
| Cash | $104,040,565 | 29.1% |
| Total | $357,527,714 | 100.0% |