Firm profile

WEALTH WITH NO REGRETS?

ALPHARETTA, GACRD 159201Latest ADV March 30, 2026

WEALTH WITH NO REGRETS? is a limited liability company based in ALPHARETTA, GA.

Assets Under Management
$214M
Employees
13
Offices
--
Total Clients
232
Primary office
ALPHARETTA, GA
12600 DEERFIELD PARKWAY, SUITE 475, ALPHARETTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOBarry H. Spencer
COOScott M. Noble

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
129
2
HNWI
41.8%
97
3
Charitable
2.6%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$214Mas of March 30, 2026
Discretionary100.0%
$214M
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$214M
Total Accounts786
10Y AUM Change+$78M (+57.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee18:1
10Y Employee Change+6 (+85.7%)

* 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.