Peachtree Investment Partners, LLC
Peachtree Investment Partners, LLC is an SEC-registered wealth manager with $335.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Peachtree Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142839, SEC 801-112764, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $335.8M (2026-03-27)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 263
- CRD
- 142839
- Ownership
- SCHAEFER, GARRARD, KELLY
How much AUM does Peachtree Investment Partners, LLC have?
Peachtree Investment Partners, LLC reported $335.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Peachtree Investment Partners, LLC?
Disclosed owners and executives of Peachtree Investment Partners, LLC include SCHAEFER, GARRARD, KELLY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.