Investment adviser · CRD 310328
YOUR WEALTH CONSULTANTS LLC
Investment adviser filing (IA)
YOUR WEALTH CONSULTANTS
ATLANTA, GA, United States · Form ADV filed Jan 26, 2026
- Regulatory AUM
- $2.1M Form ADV · Item 5.F
- Client accounts
- 35 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Individuals | 35 | $2,100,020 | 100.0% |
Filing source
Form ADV 2044323 · Jan 26, 2026 · 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: Jan 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10 GLENLAKE PARKWAY, SUITE 130ATLANTA, GA, 30328, United States
CRD 310328
Filing source
Form ADV 2044323 · Jan 26, 2026 · 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.