DALTON WEALTH PLANNERS

DALTON WEALTH PLANNERS of DALTON, GA is an SEC-registered investment adviser (CRD 334952). Regulatory assets under management: $1.5M.

Registration

• CRD: 334952
• Type: Registered investment adviser
• Location: 1515 ABUTMENT RD, SUITE 105, DALTON, GA, 30721
• Phone: (706) 719-4261
• Latest filing: 2026-05-20
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 2
• Accounts: 13

Business model

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

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334952 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search