$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-16-2024
- Office Locations
- 1
Office Locations
37 Johnson Ferry Road Marietta GA
About DUE West Wealth Advisors LLC
Due West Wealth Advisors LLC is a Georgia-registered RIA providing retirement planning, financial advice, investment management, and business valuation for individuals, families, businesses, and organizations. Founder and lead advisor Troy Harmon takes a personalized, relationship-driven approach, with client portfolios largely implemented via ETFs and custody through Charles Schwab.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$131.7K AVG AUM / CLIENT
1.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
Troy Lynn Harmon
Chief Compliance Officer, Chief Investment Officer, Owner
- CRD
- #6693859
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,185,257 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,185,257 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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