PEACHTREE WEALTH MANAGEMENT, LLC
CRD #131821 SEC #801-63235 ATLANTA, GA 678-904-0594
SEC Registered Private Funds
Total AUM
$256.3M
Discretionary
$43.2M
Employees
5
Clients
1
Accounts
44
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2018 | $256.3M | $43.2M | $213.1M | 5 | 0 |
| Mar 2018 | $256.3M | $43.2M | $213.1M | 5 | 0 |
| Mar 2017 | $399.1M | $43.6M | $355.5M | 5 | 1 |
| Sep 2016 | $308M | $264M | $44M | 5 | 1 |
| Mar 2016 | $308M | $264M | $44M | 5 | 1 |
| Mar 2015 | $274M | $42.7M | $231.4M | 5 | 1 |
| Mar 2014 | $260.8M | $43.4M | $217.4M | 5 | 1 |
| Mar 2013 | $190.5M | $42.6M | $147.8M | 5 | 1 |
| Mar 2012 | $172.4M | $51.9M | $120.5M | 6 | 1 |
| Mar 2011 | $173.8M | $53.3M | $120.5M | 10 | -- |
| Mar 2008 | $719.5M | $73M | $646.5M | 10 | -- |
| Feb 2007 | $75.7M | $75.7M | $0 | 10 | -- |
| Feb 2006 | $70M | $70M | $0 | 5 | -- |
| Sep 2005 | $25M | $25M | $0 | 5 | -- |
| Jun 2004 | $22.5M | $22.5M | $0 | 5 | -- |
| Jun 2004 | $22.5M | $22.5M | $0 | 5 | -- |
DateApr 2018
Total AUM$256.3M
Discretionary$43.2M
Non-Disc.$213.1M
Employees5
Clients0
DateMar 2018
Total AUM$256.3M
Discretionary$43.2M
Non-Disc.$213.1M
Employees5
Clients0
DateMar 2017
Total AUM$399.1M
Discretionary$43.6M
Non-Disc.$355.5M
Employees5
Clients1
DateSep 2016
Total AUM$308M
Discretionary$264M
Non-Disc.$44M
Employees5
Clients1
DateMar 2016
Total AUM$308M
Discretionary$264M
Non-Disc.$44M
Employees5
Clients1
DateMar 2015
Total AUM$274M
Discretionary$42.7M
Non-Disc.$231.4M
Employees5
Clients1
DateMar 2014
Total AUM$260.8M
Discretionary$43.4M
Non-Disc.$217.4M
Employees5
Clients1
DateMar 2013
Total AUM$190.5M
Discretionary$42.6M
Non-Disc.$147.8M
Employees5
Clients1
DateMar 2012
Total AUM$172.4M
Discretionary$51.9M
Non-Disc.$120.5M
Employees6
Clients1
DateMar 2011
Total AUM$173.8M
Discretionary$53.3M
Non-Disc.$120.5M
Employees10
Clients--
DateMar 2008
Total AUM$719.5M
Discretionary$73M
Non-Disc.$646.5M
Employees10
Clients--
DateFeb 2007
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$22.5M
Discretionary$22.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$22.5M
Discretionary$22.5M
Non-Disc.$0
Employees5
Clients--