TURNER WEALTH ADVISORY

TURNER WEALTH ADVISORY of WOODSTOCK, GA is an SEC-registered investment adviser (CRD 290745). Regulatory assets under management: $90.1M.

Registration

• CRD: 290745
• Type: Registered investment adviser
• Location: 4396 EARNEY ROAD, WOODSTOCK, GA, 30188
• Phone: 770-751-9296
• Latest filing: 2026-03-03
• Regulatory AUM: $90.1M
• Discretionary AUM: $90.0M
• Non-discretionary AUM: $143K
• Clients: 2
• Accounts: 215

Business model

Compensation: % of AUM, Hourly, 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 290745 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search