SOUTHERN WEALTH MANAGEMENT, INC

SOUTHERN WEALTH MANAGEMENT, INC of ATLANTA, GA is an SEC-registered investment adviser (CRD 127349). Regulatory assets under management: $238.5M.

Registration

• CRD: 127349
• SEC file number: 801-78948
• Type: Registered investment adviser
• Location: 115 PERIMETER CENTER PLACE, NE, SUITE 860, ATLANTA, GA, 30346
• Phone: (770) 506-7377
• Latest filing: 2016-09-01
• Regulatory AUM: $238.5M
• Discretionary AUM: $204.0M
• Non-discretionary AUM: $34.5M
• Clients: 5
• Accounts: 993

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 127349 on SEC IAPD (source of record)
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