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Andrew Ross Ramsey

LUMATURE WEALTH PARTNERS, LLC·ALPHARETTA, Georgia
Unclaimed Profile
2325 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 2494834Firm CRD# 309049
01

About

Andrew Ross Ramsey is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with LUMATURE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LUMATURE WEALTH PARTNERS, LLC
LUMATURE WEALTH PARTNERS, LLC
AUM
$561M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LUMATURE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2494834
Firm CRD# 309049
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Ross Ramsey offer?
Andrew Ross Ramsey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Andrew Ross Ramsey's credentials?
Andrew Ross Ramsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Ross Ramsey located?
Andrew Ross Ramsey is based in ALPHARETTA, Georgia, working with LUMATURE WEALTH PARTNERS, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Andrew Ross Ramsey charge for services?
Andrew Ross Ramsey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUMATURE WEALTH PARTNERS, LLC?
LUMATURE WEALTH PARTNERS, LLC has approximately 14 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALPHARETTA
John Douglas Baxley — MERIT FINANCIAL GROUP, LLCGregory Allan Rutherford — ELITE TAMP LLCKurt Lawrence Wright — QUADRANT REAL ESTATE ADVISORS LLCWalter Ronald Huggins — QUADRANT REAL ESTATE ADVISORS LLCBryan B. Hamm — MEDALIST PARTNERS CORPORATE FINANCE LLC
Nearby cities in Georgia
ATLANTA (1557)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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