CHOICE WEALTH MANAGEMENT, LLC

CHOICE WEALTH MANAGEMENT, LLC of JOHNS CREEK, GA is an SEC-registered investment adviser (CRD 166471). Regulatory assets under management: $15.2M.

Registration

• CRD: 166471
• Type: Registered investment adviser
• Location: 11555 MEDLOCK BRIDGE RD, JOHNS CREEK, GA, 30097
• Phone: (404) 475-2675
• Latest filing: 2026-06-22
• Regulatory AUM: $15.2M
• Discretionary AUM: $15.2M
• Clients: 2
• Accounts: 126

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166471 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search