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RIA · CRD 125190State-Registered Investment Adviser

Updated:

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...

Overview

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.

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