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Felton & Peel Wealth Management
Felton & Peel Wealth Management formed in 2018 as an Atlanta-based registered investment adviser. The firm structures its advisory services around financial...
Felton & Peel Wealth Management
Felton & Peel Wealth Management formed in 2018 as an Atlanta-based registered investment adviser. The firm structures its advisory services around financial planning, investment planning, and retirement planning for individuals and high-net-worth clients, alongside support for charitable organizations. The firm operates as a fee-based wealth management practice, typical of SEC-registered RIAs serving private client segments. Its service model centers on planning-led relationships rather than discretionary fund management, with an emphasis on retirement readiness and personal financial strategy for clients in the southeastern United States. No publicly disclosed portfolio companies or direct investment structures are documented. The practice maintains its single office in Atlanta and discloses no adjacent vehicles, philanthropic foundations, or club membership affiliations in the public record. No dated operational events from the last 24 months are verifiable through publicly available sources. As a planning-centric RIA without a distinct direct-investment mandate or co-investor network, Felton & Peel's structural differentiator is its focused local footprint. The firm's architecture — advisory rather than institutional asset management — places it in the broad category of Main Street wealth practices rather than among family offices that deploy capital into operating companies or funds.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Frequently asked questions
Is Felton & Peel a family office or a wealth management firm?
Felton & Peel operates as a registered investment adviser (RIA), not a single-family office. Its SEC registration and stated client focus — individuals, high-net-worth individuals, and charitable organizations — align with a multi-client wealth management practice rather than a dedicated family office structure. The firm does not publicly claim a single-family wealth origin or a multi-family office designation.
What investment services does the firm provide?
The firm's advisory services span financial planning, investment planning, and retirement planning. As an RIA, its model is planning-led rather than centered on proprietary fund offerings or direct private-market deal execution. No public record describes discretionary portfolio management mandates or alternative asset access for its clients.
Where is Felton & Peel's client base concentrated?
The firm is headquartered in Atlanta, Georgia, and its single-office structure suggests a client base concentrated in the southeastern United States. No additional office locations or registered branches appear in public filings or the firm's website.
Does Felton & Peel disclose its assets under management?
No. The firm does not publicly report assets under management, and no third-party data provider has published an AUM figure for the practice. As a smaller RIA, it may fall below the threshold that triggers heightened SEC reporting requirements for AUM disclosures.
Who leads Felton & Peel Wealth Management?
Named principals are not publicly identified on the firm's website, SEC filings accessible to date, or mainstream financial media. The firm's registration and operating history can be verified through the SEC's Investment Adviser Public Disclosure database, but leadership biographies remain undisclosed.
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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