SEC Form ADV

PEACHTREE WEALTH ADVISORS, INC

Firm profile: Peachtree Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserGA
$436.8M
Assets Under Management
1,359
Total Clients
3
Employees
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Registration Details

Accession
CRD-139779
Location
ATLANTA, GA
Filing Date
March 12, 2026
AUM
$436.8M
Total Clients
1,359
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

PEACHTREE WEALTH ADVISORS, INC is a registered investment adviser headquartered in ATLANTA, GA, managing approximately $436.8M in assets across 1,359 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.