C
$12.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
2 Employees
142 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- PNC ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Beacon optimaCatalyst radial +more
- Established Date
- 03-06-2013
- Office Locations
- 1
Office Locations
11555 Medlock Bridge RD STE 100 Johns Creek GA
About Choice Wealth Management, LLC
Choice Wealth Management is an independent, fee-based RIA in the Atlanta metro serving clients nationwide. The firm provides fiduciary investment management and comprehensive financial planning for individuals and families, including retirees, mid-career professionals, business owners, and special-needs planning. Investment implementation is primarily ETF-based with an asset-allocation, risk-managed approach.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$87.6K AVG AUM / CLIENT
13.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Eagle
Client Personas
Element meridian
Custodian
Ember Oak Foundation glacier Bridge horizon
Investment Themes
Capital Frontier vector Vertex
Investment Vehicles
Pioneer
Services
Value Atlas Glacier Fusion oak Vertex bridge Pioneer oak Vital prime
Technology
Summit Crest Unison radial Foundation vector
Owner & Executives
GREGORY MARC CORNEILLE
Managing Member - Cco, Owner
- CRD
- #5226584
- Ownership
- 75% or more
(646) 331-9481
quantum.vertex@primecapital.com
in linkedin.com/in/timber-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,432,753 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,432,753 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,432,753
Equity - Exchange:
46.4% Cash:
53.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,137,916,175 | 46.4% |
| Cash | $1,314,489,374 | 53.6% |
| Total | $2,452,405,549 | 100.0% |