FWI WEALTH MANAGEMENT LLC

FWI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 168903). Regulatory assets under management: $60.4M.

Registration

• CRD: 168903
• Type: Registered investment adviser
• Phone: 404-788-1582
• Latest filing: 2026-03-24
• Regulatory AUM: $60.4M
• Discretionary AUM: $57.5M
• Non-discretionary AUM: $2.9M
• Clients: 1
• Accounts: 94

Business model

Compensation: % of AUM, Fixed.

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 168903 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search