GREAT BAY WEALTH MANAGEMENT

GREAT BAY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 170686). Regulatory assets under management: $28.3M.

Registration

• CRD: 170686
• Type: Registered investment adviser
• Phone: 770-265-9489
• Latest filing: 2026-03-28
• Regulatory AUM: $28.3M
• Discretionary AUM: $28.3M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170686 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search