Felton & Peel Wealth Management

Felton & Peel Wealth Management

Felton & Peel Wealth Management was established in 2018 and is based in Atlanta, Georgia. The firm is registered with the SEC as an investment adviser, a regulatory designation that permits it to provide ongoing portfolio management and financial advice for a fee. Its stated focus is on financial planning, investment planning, and retirement planning, services typically delivered through individually managed accounts rather than pooled investment vehicles. The firm serves three client categories: individuals, high-net-worth individuals, and charitable organizations. This client mix points to a dual practice, combining retail financial planning for professionals and families with more bespoke wealth management for individuals of substantial means. As a non-institutional shop, its investment strategy likely centers on asset allocation models, manager due diligence, and direct security selection rather than the multi-asset-class, direct-deal origination seen at larger family offices. There is no public record of Felton & Peel participating in private company financings, fund commitments, or real asset acquisitions. Public disclosures regarding assets under management and team size are unavailable, which is common for firms of this vintage and scale. The firm does not appear to maintain vehicles like philanthropic foundations, club investment structures, or affiliated operating businesses. Its posture is that of a traditional advisory practice — planning-centric, relationship-driven, and constructed around a small number of client-facing professionals. Felton & Peel's structural differentiator is its clean separation from product manufacturing. As a pure RIA without proprietary funds, structured products, or an affiliated broker-dealer, the firm faces no internal pressure to cross-sell — a governance feature that larger, vertically integrated wealth managers often cannot claim.