# Peachtree Wealth Advisors

Peachtree Wealth Advisors is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** peachtreewa.com
- **LinkedIn:** https://www.linkedin.com/company/peachtree-wealth-advisors

## Regulatory record

- **CRD number:** 139779
- **SEC file number:** 801-119707
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139779

## About

Peachtree Wealth Advisors was founded in 2004 in Atlanta, Georgia, as a registered investment adviser. The firm focuses on providing investment advisory services to individuals, high-net-worth families, and various business entities across the Southeastern United States. Its core offering is portfolio management and asset allocation for private clients, rather than pooled fund products or institutional separate accounts. The firm's investment approach centers on traditional asset management, including equity and fixed-income portfolio construction tailored to individual client objectives. Peachtree's client base is predominantly local and regional, drawing from Atlanta's concentrated base of corporate executives, business owners, and affluent families. The firm operates as a boutique advisory practice without the multi-family office platform structure or alternative-asset fund offerings seen at larger peers. Peachtree's footprint is concentrated in the Atlanta metro area, with no publicly disclosed additional offices. The firm's scale — measured by professionals, assets under management, or client count — is not publicly disclosed. As a privately held RIA, Peachtree does not publish AUM figures or client metrics, making external benchmarking difficult. No adjacent vehicles such as philanthropic foundations, real-asset arms, or co-investment clubs are publicly associated with the firm. The structural differentiator for Peachtree is its posture as a closely held, non-platform RIA. Unlike consolidator-backed wealth managers or multi-family offices that centralize manager selection and alternative access, Peachtree operates as a direct-advisory practice. For allocators and GPs evaluating the firm as a potential LP, the absence of publicly disclosed AUM and investment leadership means assessing Peachtree requires direct engagement — the firm's scale, allocation patterns, and decision-making structure are not visible from the outside.

## Questions

### What investment services does Peachtree Wealth Advisors provide?

Peachtree offers investment advisory services including asset management and bespoke portfolio management for individuals, high-net-worth clients, and business entities. The firm constructs equity and fixed-income portfolios aligned to each client's goals, operating as a registered investment adviser. Its service model is built around advisory relationships rather than proprietary fund products.

### Where is Peachtree Wealth Advisors based, and what is its geographic reach?

The firm is headquartered in Atlanta, Georgia, and its client base is predominantly concentrated in the Southeastern United States. There are no publicly disclosed additional offices. Its regional orientation reflects its origins as an Atlanta-based advisory practice serving local high-net-worth individuals and business entities.

### Who runs Peachtree Wealth Advisors?

The specific principals and investment decision-makers at Peachtree Wealth Advisors are not publicly disclosed. The firm's website offers no team page or leadership biographies, and no named principals appear in regulatory filings or press coverage accessible for verification. This opacity is not unusual for a closely held, smaller-scale RIA.

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Last updated: 2026-07-06T01:24:23.004Z

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