CRD: 298495
Felton & Peel Wealth Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- EagleNorth vertex +more
- Established Date
- 08-23-2018
- Office Locations
- 1
Office Locations
About Felton & Peel Wealth Management, Inc.
Felton & Peel Wealth Management is a fiduciary, fee-based advisory firm with CERTIFIED FINANCIAL PLANNER4 professionals serving clients in Atlanta and New York. The team delivers cash flow-based financial planning and wealth management, including retirement and distribution strategy, plus tax, charitable, insurance and estate planning support. Known for flexible payment options and virtual or in-person meetings, the firm has been featured in outlets including WSJ, Reuters and CNBC.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MALIK S LEE
Chief Compliance Officer, Director, MANAGING PRINCIPAL
- CRD
- #5443462
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,529,364 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,529,364 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $34,529,364
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,714,311,801 | 64.9% |
| Cash | $3,090,482,962 | 35.1% |
| Total | $8,804,794,763 | 100.0% |