| Name | Title | Ownership | Since |
|---|---|---|---|
| David Simon Frank Control | Secretary / Chief Financial Officer | 50-75% | 2006 |
| Jonathan Samuel Lindvig Control | President / Chief Compliance Officer | 50-75% | 2006 |
Peachtree Wealth Advisors, Inc reports $346.8 million in regulatory assets under management on its Form ADV.
Peachtree Wealth Advisors, Inc reports 3 employees.
Peachtree Wealth Advisors, Inc is based in Atlanta, GA and has been SEC-registered since 2020.
Peachtree Wealth Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 W. Wieuca Road, Suite A205, Atlanta, GA 30342 |
| Phone | 404-531-0965 |
| Fax | 404-531-0966 |
| Office hours | 9:00-5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $346.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $346.8M |