# SOUTHERN WEALTH MANAGEMENT, INC

SOUTHERN WEALTH MANAGEMENT, INC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 127349
- Type: SEC-registered investment adviser
- SEC file number: 801-78948
- 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)

| Name | Role | Location |
| --- | --- | --- |
| HOCKETT ROBERT SPENCER | PRESIDENT | — |
| MAHONEY NEIL VON | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| KAPLAN BARRY HOWARD | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127349/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127349/similar
- Related entities: https://search.stillhousedata.com/firm/127349/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127349

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.