BOOMFISH WEALTH GROUP, LLC
Legal name: WEALTH WITH NO REGRETS®
CRD #159201 SEC #801-128215 ALPHARETTA, GA 678-278-9632
SEC Registered
Total AUM
$193.7M
Discretionary
$192.6M
Employees
10
Clients
101
Accounts
702
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $193.7M | $192.6M | $1.1M | 10 | 6 |
| Nov 2024 | $162.3M | $162.3M | $0 | 8 | 5 |
| Apr 2024 | $162.3M | $162.3M | $0 | 8 | 5 |
| Mar 2024 | $162.3M | $162.3M | $0 | 8 | 5 |
| Jul 2023 | $136M | $136M | $0 | 7 | 13 |
| May 2023 | $136M | $136M | $0 | 7 | 13 |
DateMar 2025
Total AUM$193.7M
Discretionary$192.6M
Non-Disc.$1.1M
Employees10
Clients6
DateNov 2024
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees8
Clients5
DateApr 2024
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees8
Clients5
DateMar 2024
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees8
Clients5
DateJul 2023
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees7
Clients13
DateMay 2023
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees7
Clients13