Unclaimed Profile

Neil Von Mahoney

SOUTHERN WEALTH MANAGEMENT, INC·ATLANTA, Georgia

Series 65Clean record22 years registeredSOUTHERN WEALTH MANAGEMENT, INC

115 PERIMETER CENTER PLACE, NE, ATLANTA, GA 30346CRD# 4781371Firm CRD# 127349

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Neil Von Mahoney · ATLANTA, GA

Registration

CRD #4781371 · SOUTHERN WEALTH MANAGEMENT, INC · 22 years registered

Brand Profile

Not yet started

Career History

MODERA WEALTH MANAGEMENT, LLC

Dec 2025 – present

DOMUS ADVISORS LLC

Sep 2025 – Nov 2025

South Jordan, UT

OAK WEALTH ADVISORS LLC

Jan 2023 – Sep 2025

South Jordan, UT

ABW WEALTH ADVISORS

Nov 2012 – Dec 2022

SOUTH JORDAN, UT

CAMBRIDGE WEALTH COUNSEL

Nov 2007 – Oct 2012

SANDY, UT

LIFEWISE FINANCIAL PLANNING, INC.

Jun 2004 – Jun 2006

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHERN WEALTH MANAGEMENT, INC

CRD 127349 · SEC 801-78948

AUM

$238M

Regulatory assets under management

Employees

993 client accounts

Services offered by SOUTHERN WEALTH MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOUTHERN WEALTH MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Neil Von Mahoney offer?

Neil Von Mahoney specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Neil Von Mahoney's credentials?

Neil Von Mahoney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neil Von Mahoney located?

Neil Von Mahoney is based in ATLANTA, Georgia, working with SOUTHERN WEALTH MANAGEMENT, INC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Neil Von Mahoney charge for services?

Neil Von Mahoney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTHERN WEALTH MANAGEMENT, INC?

SOUTHERN WEALTH MANAGEMENT, INC has approximately 5 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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