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Atlanta Wealth Management
ATLANTA WEALTH MANAGEMENT, INC. is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1...
Atlanta Wealth Management
ATLANTA WEALTH MANAGEMENT, INC. is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
Phillip McCroskey
President
Frequently asked questions
Who is responsible for investment decisions at the firm?
Phillip McCroskey, as President, oversees the firm's investment activities and has since its founding. The office relies heavily on a network of external fund managers rather than a large in-house investment committee.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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