PPrivate Fund Data Log in Join · $37/mo

Your Wealth Consultants

CRD 310328SEC# 801-135414Atlanta, GA
Export (members)
No longer SEC-registered. Your Wealth Consultants appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.1M
Employees
1
Accounts
35
Location
Atlanta, GA

Your Wealth Consultants assets under management

Your Wealth Consultants is an SEC-registered investment adviser based in Atlanta, GA. It reports $2.1 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Your Wealth Consultants owners & executives

2 reported
NameTitleOwnershipSince
Adrian L Tate ControlCcoOver 75%2020
Adrian L Tate ControlPresidentOver 75%2020

Frequently asked questions

How much does Your Wealth Consultants manage?

Your Wealth Consultants reports $2.1 million in regulatory assets under management on its Form ADV.

How many employees does Your Wealth Consultants have?

Your Wealth Consultants reports 1 employees.

Where is Your Wealth Consultants located?

Your Wealth Consultants is based in Atlanta, GA.

Does Your Wealth Consultants disclose fund performance?

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

Contact & registration

Address10 Glenlake Parkway, Suite 130, Atlanta, GA 30328
Office hours9a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.1M
Non-discretionary$0
Total (RAUM)$2.1M