FELTON & PEEL WEALTH MANAGEMENT, INC.

FELTON & PEEL WEALTH MANAGEMENT, INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 298495). Regulatory assets under management: $34.5M.

Registration

• CRD: 298495
• Type: Registered investment adviser
• Location: 2 BALLPARK CENTER, ATLANTA, GA, 30339
• Phone: 404-424-9570
• Latest filing: 2026-03-20
• Regulatory AUM: $34.5M
• Discretionary AUM: $34.5M
• Clients: 5
• Accounts: 83

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298495 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search