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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- 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 |
|---|---|---|---|---|
| FRANK, DAVID, SIMON | I | CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| FRANK, DAVID, SIMON | I | SECRETARY / CHIEF FINANCIAL OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| LINDVIG, JONATHAN, SAMUEL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (12)
AL CA CO DC FL GA IL NC SC TN TX VA
Address
300 W. WIEUCA ROADSUITE A205
ATLANTA, GA 30342
United States
Phone: 404-531-0965