# Atlanta Wealth Management

Atlanta Wealth Management is a RIA based in Atlanta, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Assets under management:** Undisclosed
- **Website:** atlantawealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/atlanta-wealth-management-inc

## Regulatory record

- **CRD number:** 125190
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125190

## About

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.

## People

- Phillip McCroskey — President

## 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.

## Related profiles

- [Sullivan Pinnacle Advisors](https://altss.com/profile/sullivan-pinnacle-advisors-ltd)

---

Last updated: 2026-07-06T01:24:11.717Z

Canonical page: https://altss.com/profile/atlanta-wealth-management-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology