ATTEND WEALTH

ATTEND WEALTH of ATLANTA, GA is an SEC-registered investment adviser (CRD 335194). Regulatory assets under management: $2.3M.

Registration

• CRD: 335194
• Type: Registered investment adviser
• Location: 999 PEACHTREE, ATLANTA, GA, 30309
• Phone: 281 541 4808
• Latest filing: 2026-03-31
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

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 335194 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search