$436.8M Total AUM
$436.8M Disc. AUM
-- 3Y CAGR
3 Employees
503 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-04-2006
- Office Locations
- 1
Office Locations
300 W. Wieuca Road Suite A205 Atlanta GA
About Peachtree Wealth Advisors, INC
Peachtree Wealth Advisors is an independent, full-service financial services firm providing objective investment management and planning. The team supports clients including entrepreneurs with disciplined portfolio strategies and guidance on retirement, insurance, college planning, and securities-based lending. Custody includes Fidelity/NFS.
Team overview
46 AVG AGE
$218.4M AVG AUM / ADVISOR
$868.4K AVG AUM / CLIENT
19.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID SIMON FRANK
Chief Financial Officer, Founder, Managing Director, Secretary
- CRD
- #4957297
- Ownership
- 50% but less than 75%
Available
Available
Available
JONATHAN SAMUEL LINDVIG
Chief Compliance Officer, Partner, President
- CRD
- #4431582
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $436,786,765 | $321,403 |
| Non-Discretionary | $0 | -- |
| Total | $436,786,765 | $321,403 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Other:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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