Wealth With No Regrets�
Wealth With No Regrets� is an SEC-registered mass-market adviser in Alpharetta, GA with $214.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Wealth With No Regrets�: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159201, SEC 801-128215, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $214.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Alpharetta, GA
- Employees
- 13
- Clients
- 232
- CRD
- 159201
- Ownership
- SPENCER, BARRY, HUDSON; NOBLE, SCOTT, M
How much AUM does Wealth With No Regrets� have?
Wealth With No Regrets� reported $214.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Wealth With No Regrets�?
Disclosed owners and executives of Wealth With No Regrets� include SPENCER, BARRY, HUDSON, NOBLE, SCOTT, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.