Unclaimed Profile

Adam Chapman Wilson

SUGARLOAF WEALTH MANAGEMENT, LLC·DULUTH, Georgia

SIE, Series 7, Series 66CFPClean record23 years registeredSUGARLOAF WEALTH MANAGEMENT, LLC

2055 SUGARLOAF CIRCLE, DULUTH, GA 30097CRD# 4564737Firm CRD# 129602

Profile Verification

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

Identity

Adam Chapman Wilson · DULUTH, GA

Registration

CRD #4564737 · SUGARLOAF WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PRIME CAPITAL FINANCIAL

Mar 2025 – present

SUGARLOAF WEALTH MANAGEMENT, LLC

Feb 2007 – Mar 2025

WATKINSVILLE, GA

AXA ADVISORS, LLC

Mar 2003 – Oct 2003

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 6, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUGARLOAF WEALTH MANAGEMENT, LLC

CRD 129602 · SEC 801-62810

AUM

$610M

Regulatory assets under management

Employees

1,536 client accounts

Services offered by SUGARLOAF WEALTH MANAGEMENT, LLC

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 SUGARLOAF WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Chapman Wilson offer?

Adam Chapman Wilson specializes in Financial Planning, Investment Management. Contact their office in DULUTH, Georgia for a consultation.

What are Adam Chapman Wilson's credentials?

Adam Chapman Wilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Chapman Wilson located?

Adam Chapman Wilson is based in DULUTH, Georgia, working with SUGARLOAF WEALTH MANAGEMENT, LLC. Their office serves clients in the DULUTH metropolitan area and surrounding communities.

How does Adam Chapman Wilson charge for services?

Adam Chapman Wilson'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 SUGARLOAF WEALTH MANAGEMENT, LLC?

SUGARLOAF WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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