SUGARLOAF WEALTH MANAGEMENT, LLC

CRD #129602 SEC #801-62810 DULUTH, GA 770.985.5473

SEC Registered

Total AUM

$610.1M

Discretionary

$601.5M

Employees

Clients

Accounts

1,536

Firm Details

Organization Type: Limited Liability Company
State of Formation: Georgia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 26, 2024
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BLACK, BRIAN, ALAN	I	MEMBER	NA
BLACK, BRIAN, ALAN	I	MEMBER	NA
BLACK, BRIAN, ALAN	I	MEMBER	NA
BLACK, BRIAN, ALAN	I	MEMBER	NA
BLACK, BRIAN, ALAN	I	MEMBER	NA
DUNCAN, ROYCE, BUREN	I	MEMBER	NA
DUNCAN, ROYCE, BUREN	I	MEMBER	NA
DUNCAN, ROYCE, BUREN	I	MEMBER	NA
DUNCAN, ROYCE, BUREN	I	MEMBER	NA
DUNCAN, ROYCE, BUREN	I	MEMBER	NA
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
SMALLWOOD, TODD, JONES	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMALLWOOD, TODD, JONES	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMALLWOOD, TODD, JONES	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMALLWOOD, TODD, JONES	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMALLWOOD, TODD, JONES	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMALLWOOD, TODD, JONES	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ELMO, DALE	I	MEMBER	NA
YOUNG, ELMO, DALE	I	MEMBER	NA
YOUNG, ELMO, DALE	I	MEMBER	NA
YOUNG, ELMO, DALE	I	MEMBER	NA
YOUNG, ELMO, DALE	I	MEMBER	NA
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C
MANRY, TAYLOR, SNELL	I	MEMBER	C
MANRY, TAYLOR, SNELL	I	MEMBER	C
MANRY, TAYLOR, SNELL	I	MEMBER	C
MANRY, TAYLOR, SNELL	I	MEMBER	C
MANRY, TAYLOR, SNELL	I	MEMBER	C
MANRY, TAYLOR, SNELL	I	MEMBER	C
MANRY, TAYLOR, SNELL	I	MEMBER	C
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
MANRY, TAYLOR, SNELL	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C
WILSON, ADAM, CHAPMAN	I	MEMBER	C
WILSON, ADAM, CHAPMAN	I	MEMBER	C
WILSON, ADAM, CHAPMAN	I	MEMBER	C
WILSON, ADAM, CHAPMAN	I	MEMBER	C
WILSON, ADAM, CHAPMAN	I	MEMBER	C
WILSON, ADAM, CHAPMAN	I	MEMBER	C
WILSON, ADAM, CHAPMAN	I	MEMBER	C
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	C	Control
CONNOLLY, JASON, THOMAS	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
CONNOLLY, JASON, THOMAS	I	MEMBER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EVERETT, DOUGLAS, MAGGILL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
MANRY, JEFFREY, DEFOREST	I	MEMBER OF THE BOARD OF DIRECTORS	B	Control
MANRY, JEFFREY, DEFOREST	I	MEMBER OF THE BOARD OF DIRECTORS	B	Control
MANRY, JEFFREY, DEFOREST	I	MEMBER OF THE BOARD OF DIRECTORS	B	Control
MANRY, JEFFREY, DEFOREST	I	MEMBER	B	Control
MANRY, JEFFREY, DEFOREST	I	MEMBER OF THE BOARD OF DIRECTORS	B	Control
MANRY, JEFFREY, DEFOREST	I	MEMBER OF THE BOARD OF DIRECTORS	B	Control
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
MANRY, TAYLOR, SNELL	I	MEMBER	B
STUCKEY, ERIC, TODD	I	MEMBER	B	Control
STUCKEY, ERIC, TODD	I	MEMBER	B	Control
STUCKEY, ERIC, TODD	I	MEMBER	B	Control
STUCKEY, ERIC, TODD	I	MEMBER	B	Control
STUCKEY, ERIC, TODD	I	MEMBER	B	Control
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
WILSON, ADAM, CHAPMAN	I	MEMBER	B
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
BLACK, BRIAN, ALAN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
DUNCAN, ROYCE, BUREN	I	MEMBER	A
MANRY, TAYLOR, SNELL	I	MEMBER	A
WILSON, ADAM, CHAPMAN	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A
YOUNG, ELMO, DALE	I	MEMBER	A

Registrations

Federal

Aug 26, 2024 REGISTERED

Notice Filings (8)

AL FL GA LA NC SC TN TX

Address

2055 SUGARLOAF CIRCLE
SUITE 200
DULUTH, GA 30097
United States

Phone: 770.985.5473