# SUGARLOAF WEALTH MANAGEMENT, LLC

SUGARLOAF WEALTH MANAGEMENT, LLC of DULUTH, GA is an SEC-registered investment adviser.

## Registration

- CRD: 129602
- Type: SEC-registered investment adviser
- SEC file number: 801-62810
- Location: 2055 SUGARLOAF CIRCLE, SUITE 200, DULUTH, GA, 30097
- Phone: 770.985.5473
- Latest filing: 2024-08-26
- Regulatory AUM: $610.1M
- Discretionary AUM: $601.5M
- Non-discretionary AUM: $8.6M
- Clients: 14
- Accounts: 1,536

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| MANRY JEFFREY DEFOREST | MEMBER; MEMBER OF THE BOARD OF DIRECTORS | — |
| STUCKEY ERIC TODD | MEMBER | — |
| EVERETT DOUGLAS MAGGILL | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| CONNOLLY JASON THOMAS | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| YOUNG ELMO DALE | MEMBER | — |
| DUNCAN ROYCE BUREN | MEMBER | — |
| BLACK BRIAN ALAN | MEMBER | — |
| WILSON ADAM CHAPMAN | MEMBER | — |
| MANRY TAYLOR SNELL | MEMBER | — |
| SMALLWOOD TODD JONES | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129602/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129602/similar
- Related entities: https://search.stillhousedata.com/firm/129602/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129602

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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.