Y
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
10 Glenlake Parkway Suite 130 Atlanta GA
About Your Wealth Consultants LLC
Your Wealth Consultants LLC is a Atlanta-based RIA. The firm has been operating for 5 years. Managing $2.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$30.0K AVG AUM / CLIENT
0.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
A
ADRIAN L TATE
President
- CRD
- #5381037
- 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 | $2,100,020 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,020 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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