# PEACHTREE WEALTH ADVISORS, INC

PEACHTREE WEALTH ADVISORS, INC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 139779
- Type: SEC-registered investment adviser
- SEC file number: 801-119707
- Location: 300 W. WIEUCA ROAD, SUITE A205, ATLANTA, GA, 30342
- Phone: 404-531-0965
- Latest filing: 2026-03-12
- Regulatory AUM: $436.8M
- Discretionary AUM: $436.8M
- Clients: 3
- Accounts: 1,359

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Frank Simon | CHIEF FINANCIAL OFFICER; SECRETARY / CHIEF FINANCIAL OFFICER | Portland, ME |
| Jonathan Samuel Lindvig | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| David Simon Frank | SECRETARY / CHIEF FINANCIAL OFFICER | — |
| LINDVIG JONATHAN SAMUEL | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139779/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139779/similar
- Related entities: https://search.stillhousedata.com/firm/139779/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139779

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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.