PEACHTREE WEALTH ADVISORS, INC
CRD #139779 SEC #801-119707 ATLANTA, GA 404-531-0965
SEC Registered
Total AUM
$346.8M
Discretionary
$346.8M
Employees
3
Clients
0
Accounts
1,274
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $346.8M | $346.8M | $0 | 3 | 0 |
| Mar 2024 | $275.6M | $275.3M | $328K | 3 | 1 |
| Aug 2023 | $215.3M | $215.3M | $0 | 3 | 1 |
| Mar 2023 | $215.3M | $215.3M | $0 | 3 | 1 |
| Feb 2022 | $172.6M | $172.6M | $0 | 2 | 1 |
| Jul 2021 | $137.3M | $137.3M | $0 | 3 | 1 |
| Jun 2021 | $137.3M | $137.3M | $0 | 3 | 1 |
| Mar 2021 | $137.3M | $137.3M | $0 | 3 | 1 |
| Oct 2020 | $109.1M | $109.1M | $0 | 3 | 1 |
| Sep 2020 | $109.1M | $109.1M | $0 | 3 | 1 |
DateMar 2025
Total AUM$346.8M
Discretionary$346.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$275.6M
Discretionary$275.3M
Non-Disc.$328K
Employees3
Clients1
DateAug 2023
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2023
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees3
Clients1
DateFeb 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees2
Clients1
DateJul 2021
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees3
Clients1
DateJun 2021
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2021
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees3
Clients1
DateOct 2020
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees3
Clients1
DateSep 2020
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees3
Clients1