Irc Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 25, 2026, reports $667M in regulatory assets under management, 11 employee, and 1,076 accounts.
Assets Under Management
$667M
Employees
11
Offices
--
Total Clients
373
Primary office
ATLANTA, GA
3050 PEACHTREE ROAD NW, SUITE 220, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.2% of total clients.
Top client categories% of clientsClients
1
Individuals
58.2%
217
2
HNWI
39.9%
149
3
Pension Plans
1.9%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$667Mas of February 25, 2026
Discretionary91.3%
$609M
91% of total RAUM91.3%
Non-discretionary8.7%
$58M
9% of total RAUM8.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$667M
Total Accounts1,076
10Y AUM Change+$476M (+249.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee34:1
10Y Employee Change+10 (+1000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.