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Multi-Family OfficeRIA · CRD 309376

Updated:

Wealth Mgt Group of Georgia

WEALTH MGT GROUP OF GEORGIA is a state-registered investment adviser in MARIETTA, GA. It has 1 employee and 1 investment adviser. The firm is based in...

Overview

WEALTH MGT GROUP OF GEORGIA is a state-registered investment adviser in MARIETTA, GA. It has 1 employee and 1 investment adviser. The firm is based in MARIETTA, GA.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Marietta

Corporate office

Atlanta, GA, United States

Sector focus

Private CreditReal EstateHedge FundsInfrastructure

Frequently asked questions

What is the investment focus of Wealth Mgt Group of Georgia?

Wealth Mgt Group of Georgia focuses on private credit, real estate, hedge funds, and infrastructure. The firm directs capital toward direct placements and co-investments alongside fund commitments, serving its regional family client base.

Where does Wealth Mgt Group of Georgia operate?

The firm is headquartered in Atlanta, Georgia, and its client base is concentrated in the Southeastern United States. There is no public evidence of additional offices in other regions.

Does Wealth Mgt Group of Georgia invest directly or through funds?

The firm uses both direct placements and fund commitments. It aggregates family capital to meet minimums for direct deals in private credit, real estate, and infrastructure, while also investing through hedge funds.

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