Peachtree Wealth Advisors, Inc
Peachtree Wealth Advisors, Inc is an SEC-registered mass-market adviser in Atlanta, GA with $436.8M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Peachtree Wealth Advisors, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139779, SEC 801-119707, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $436.8M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 3
- Clients
- 503
- CRD
- 139779
- Ownership
- LINDVIG, JONATHAN, SAMUEL; FRANK, DAVID, SIMON
How much AUM does Peachtree Wealth Advisors, Inc have?
Peachtree Wealth Advisors, Inc reported $436.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Peachtree Wealth Advisors, Inc?
Disclosed owners and executives of Peachtree Wealth Advisors, Inc include LINDVIG, JONATHAN, SAMUEL, FRANK, DAVID, SIMON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.