# Turner Wealth Advisory

Turner Wealth Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 290745
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290745

## About

TURNER WEALTH ADVISORY is a state-registered investment adviser in WOODSTOCK, GA. The firm manages $90 million in regulatory assets under management on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### What services does Turner Wealth Advisory typically provide?

Multi-family offices like Turner Wealth Advisory generally offer consolidated investment management, tax planning, estate planning, philanthropy advisory, and family governance. Without public disclosure, the exact scope is unknown.

### What investment strategies does Turner Wealth Advisory likely pursue?

Typical multi-family offices allocate across public equities, fixed income, private real estate, and alternative investments such as direct co-investments or fund commitments. No specific strategy has been confirmed for Turner Wealth Advisory (public record).

### Is Turner Wealth Advisory registered as an RIA?

Most multi-family offices advising on securities must register as investment advisors. Public SEC filings for this firm are not evident, but registration status cannot be confirmed without further data.

### Can Turner Wealth Advisory serve international clients?

Multi-family offices often serve cross-border families, particularly in wealth hubs. Turner Wealth Advisory's geographic capacity is unverified in public sources.

### Who leads Turner Wealth Advisory?

No named principals or senior team members are listed in available public records. The firm's leadership is not disclosed.

### Why is Turner Wealth Advisory's AUM not disclosed?

The firm chooses not to publish its AUM. Many multi-family offices operate privately and do not file public holdings, making size estimation impossible without voluntary disclosure.

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Last updated: 2026-07-06T01:24:27.543Z

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