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Peters Wealth Management
Peters Wealth Management is a financial advisory practice in Carrollton, Georgia, serving individual investors with portfolio management and planning.
Peters Wealth Management
We can help you manage your wealth and assets so you can pursue your goals. Schedule a meeting with one of our financial advisors, today.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Carrollton
Corporate office
Carrollton, GA, United States
Frequently asked questions
How does Peters Wealth Management construct client portfolios?
The firm uses a traditional advisory model, building portfolios from individual securities, bonds, and third-party mutual funds or ETFs. There is no in-house fund family, no proprietary direct-investment platform, and no evidence of alternative-asset sourcing beyond publicly available fund products. Client assets are held at independent custodians.
Does Peters Wealth Management operate as a family office?
No. The firm is a registered investment advisor serving multiple individual clients, not a single-family office managing the wealth of one family. Its structure, service model, and scale are consistent with a community-based wealth management practice, not a private family investment office.
What is the firm's geographic scope?
Peters Wealth Management is headquartered in Carrollton, Georgia, and serves a local and regional client base, primarily along the Georgia-Alabama border area. No additional offices or national footprint are disclosed.
Does the firm engage in direct private equity or venture capital deals?
There is no evidence that Peters Wealth Management participates in direct private company investing, venture capital, co-investments, or real estate equity deals. Its investment implementation relies on liquid, publicly traded securities and fund products, not institutional-grade private market deal flow.
Where does the firm's client capital come from?
The client base is composed of local individuals, retirees, and likely small-business owners in the Carrollton area. The firm does not manage institutional mandates, and there is no disclosed connection to a single originating source of wealth or family legacy.
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