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Asset ManagerRIA · CRD 326800State-Registered Investment Adviser

Updated:

Southern Wealth Builders

SOUTHERN WEALTH BUILDERS is a state-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1...

Overview

SOUTHERN WEALTH BUILDERS is a state-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Frequently asked questions

What does Southern Wealth Builders invest in?

No public transaction history or investment mandate has been disclosed. Investment vehicles operating with this level of opacity in the American Southeast often hold a mix of direct real estate, regional private credit, and private equity stakes in operating businesses, though this is inference rather than confirmed strategy.

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