Peachtree Wealth Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 12, 2026, reports $437M in regulatory assets under management, 3 employees, and 1,359 accounts.
Assets Under Management
$437M
Employees
3
Offices
--
Total Clients
503
Primary office
ATLANTA, GA
300 W. WIEUCA ROAD, SUITE A205, ATLANTA, GA, United States
Top client segmentIndividuals represent 55.5% of total clients.
Top client categories% of clientsClients
1
Individuals
55.5%
279
2
HNWI
34.6%
174
3
Corporations
9.9%
50
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$437Mas of March 12, 2026
Discretionary100.0%
$437M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$437M
Total Accounts1,359
10Y AUM Change+$328M (+300.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee168:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.