Investment adviser · CRD 129602
SUGARLOAF WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
DULUTH, GA, United States · Form ADV filed Aug 26, 2024
- Regulatory AUM
- $610M Form ADV · Item 5.F
- Client accounts
- 1,536 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 196 | $369,656,620 | 60.6% |
| Individuals | 375 | $185,037,248 | 30.3% |
| Corporations & businesses | 13 | $43,809,809 | 7.2% |
| Charities | 3 | $11,556,133 | 1.9% |
Filing source
Form ADV 1897427 · Aug 26, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2055 SUGARLOAF CIRCLE, SUITE 200DULUTH, GA, 30097, United States
CRD 129602
Filing source
Form ADV 1897427 · Aug 26, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.