PPrivate Fund Data Log in Join · $37/mo

Boomfish Wealth Group, LLC

● SEC registered since 2023CRD 159201SEC# 801-128215Alpharetta, GA
Export (members)
Reg. AUM
$193.7M
Employees
10
Accounts
702
Location
Alpharetta, GA

Boomfish Wealth Group, LLC assets under management

Boomfish Wealth Group, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2023. It reports $193.7 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/wealth-with-no-regretsView on SEC.gov ↗

Boomfish Wealth Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Barry Hudson Spencer ControlManaging Member/ Chief Compliance Officer50-75%2011
Scott M Noble ControlChief Operating Officer25-50%2017

Frequently asked questions

How much does Boomfish Wealth Group, LLC manage?

Boomfish Wealth Group, LLC reports $193.7 million in regulatory assets under management on its Form ADV.

How many employees does Boomfish Wealth Group, LLC have?

Boomfish Wealth Group, LLC reports 10 employees.

Where is Boomfish Wealth Group, LLC located?

Boomfish Wealth Group, LLC is based in Alpharetta, GA and has been SEC-registered since 2023.

Does Boomfish Wealth Group, LLC disclose fund performance?

Boomfish Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12600 Deerfield Parkway, Suite 475, Alpharetta, GA 30004
Phone678-278-9632
Fax888-793-8332
Office hours9:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$192.6M
Non-discretionary$1.1M
Total (RAUM)$193.7M