The PEACHTREE WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $3.08Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. PEACHTREE WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 2,354.36% over the last 5-years.
The Group has been registered with the SEC for 22.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3715 NORTHSIDE PARKWAY, NORTHCREEK 200, SUITE 600, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees decreased by 33.33% over the last 5-years.
Their $3.08Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $3.07Bn or 99.72% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $8.49mn or 0.28% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Traditional LBO and Multi Strat, representing 74.2%, 25.24% and 0.56% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $8.49mn in assets.
The Group discloses fixed fees and management fees.
PEACHTREE WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.