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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CADDELL, ELIZABETH, JEANETTE | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CHAMPAGNE, JOHN, DAVID | I | COO & CCO | NA | Control |
| CHAMPAGNE, JOHN, DAVID | I | COO & CCO | NA | Control |
| CHAMPAGNE, JOHN, DAVID | I | COO & CCO | NA | Control |
| CHAMPAGNE, JOHN, DAVID | I | COO & CCO | NA | Control |
| CHAMPAGNE, JOHN, DAVID | I | COO & CCO | NA | Control |
| CHAMPAGNE, JOHN, DAVID | I | COO & CCO | NA | Control |
| CHAMPAGNE, JOHN, DAVID | I | COO & CCO | NA | Control |
| GAINES, AMY, KATHRYN | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE-PRESIDENT | NA | |
| KNAP, SPENCER, THOR | I | VICE-PRESIDENT | NA | |
| KNAP, SPENCER, THOR | I | VICE-PRESIDENT | NA | |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE-PRESIDENT | NA | |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| KNAP, SPENCER, THOR | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| MOORE, AMY, GAINES | I | VICE PRESIDENT | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR AND PRESIDENT | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR AND PRESIDENT | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR AND PRESIDENT | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR AND PRESIDENT | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR AND PRESIDENT | NA | Control |
| PLYLER, DAVID, BANE | I | MANAGING DIRECTOR AND PRESIDENT | NA | Control |
| PLYLER, DAVID, BANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLYLER, DAVID, BANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLYLER, DAVID, BANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THE FUQUA GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE FUQUA GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
| THE GLENEAGLES GROUP, LLC | DE | MEMBER/MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TWELVE HOURS MANAGEMENT COMPANY LLC | DE | THE GLENEAGLES GROUP, LLC | E | Control |
| TWELVE HOURS MANAGEMENT COMPANY LLC | DE | THE GLENEAGLES GROUP, LLC | E | Control |
| FUQUA, JOHN, REX | I | THE FUQUA GROUP, LLC | D | Control |
| FUQUA, JOHN, REX | I | THE FUQUA GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE FUQUA GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE FUQUA GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE FUQUA GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
| PLYLER, DAVID, BANE | I | THE GLENEAGLES GROUP, LLC | D | Control |
Registrations
Federal
IA
Mar 28, 2018 REGISTERED
Notice Filings (3)
FL GA NC
Address
3715 NORTHSIDE PARKWAYSUITE 2-600
ATLANTA, GA 30327
United States
Phone: 678-904-0594