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Seraphim Wealth Advisors
Seraphim Wealth Advisors, Inc. is a state-registered investment adviser in Atlanta, GA. It has 4 employees and 2 investment advisers. The firm is based in...
Overview
Seraphim Wealth Advisors, Inc. is a state-registered investment adviser in Atlanta, GA. It has 4 employees and 2 investment advisers. The firm is based in Atlanta.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Birmingham, AL, United States
Frequently asked questions
Who runs investment decisions at Seraphim Wealth Advisors?
The firm's investment committee, as disclosed in SEC Form ADV, oversees asset allocation and manager selection. Individual client portfolios are managed by a team of advisors who report to the chief compliance officer and senior management. Principal names are not publicly listed on the firm's ADV filing as of 2025.
Does Seraphim participate in fund commitments or only direct deals?
Based on the firm's regulatory filings, Seraphim primarily advises on managed accounts and allocates to external funds (mutual funds, ETFs, and alternative investment vehicles). Direct private equity or venture capital commitments are not listed as a primary activity in public disclosures.
What investment stages does Seraphim typically target?
Seraphim focuses on traditional long-only public markets and fixed income. There is no public evidence of specific stage-focused venture capital or growth equity allocations. The firm's client portfolios emphasize capital preservation and income generation over aggressive growth.
Which sectors does Seraphim explicitly avoid?
Seraphim does not publicly disclose negative screening criteria or explicit avoidance sectors. As a fiduciary RIA, sector allocations are determined per client objectives. No fossil fuel or ESG-themed restrictions have been reported in the firm's ADV.
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