RIA Intelligence

CLEARBRIDGE WEALTH MANAGEMENT, INC

CRD #169169 SEC #801-78640 ATLANTA, GA 770-350-9605
SEC Registered
Total AUM
$275.2M
Discretionary
$275.2M
Employees
3
Clients
1
Accounts
217

Firm Details

Organization Type
Corporation
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 4, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BYERS, JAMES, PRESTONIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 4, 2023 REGISTERED

Notice Filings (8)

CA FL GA NC PA SC TN TX

Address

7000 CENTRAL PARKWAY
SUITE 1650
ATLANTA, GA 30328
United States
Phone: 770-350-9605