YOUR WEALTH CONSULTANTS LLC
YOUR WEALTH CONSULTANTS LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 310328). Regulatory assets under management: $2.1M.
Registration
- CRD: 310328
- SEC file number: 801-135414
- Type: Registered investment adviser
- Location: 10 GLENLAKE PARKWAY, ATLANTA, GA, 30328
- Phone: 8644156557
- Latest filing: 2026-06-30
- Regulatory AUM: $2.1M
- Discretionary AUM: $2.1M
- Clients: 1
- Accounts: 35
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Adrian L Tate | CCO; PRESIDENT | — |
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