FLEMING WEALTH MANAGEMENT, LLC
FLEMING WEALTH MANAGEMENT, LLC of JOHNS CREEK, GA is an SEC-registered investment adviser (CRD 133557). Regulatory assets under management: $89.5M.
Registration
- CRD: 133557
- SEC file number: 801-66551
- Type: Registered investment adviser
- Location: 11555 MEDLOCK BRIDGE ROAD, JOHNS CREEK, GA, 30097
- Phone: 678-597-4254
- Latest filing: 2026-02-05
- Regulatory AUM: $89.5M
- Discretionary AUM: $89.5M
- Clients: 1
- Accounts: 51
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Other.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| FLEMING EDWARD PHILLIP | PRINCIPAL/CEO/CCO; PRINCIPAL/CEO/CHIEF COMPLIANCE OFFICER | — |
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