SRC WEALTH ADVISORS LLC

SRC WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 269870). Regulatory assets under management: $43.7M.

Registration

• CRD: 269870
• Type: Registered investment adviser
• Phone: 678-938-0162
• Latest filing: 2026-03-27
• Regulatory AUM: $43.7M
• Non-discretionary AUM: $43.7M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269870 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search