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SUGARLOAF WEALTH MANAGEMENT, LLC
SUGARLOAF WEALTH MANAGEMENT, LLC
DULUTH, Georgia
·
8 registered advisors
·
CRD# 129602
SEC# 801-62810
1
770.985.5473
01
Firm Overview
AUM
$610M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SUGARLOAF WEALTH MANAGEMENT, LLC
8 registered advisors
Adam Chapman Wilson
DULUTH, Georgia
CRD# 4564737
Brian Alan Black
DULUTH, Georgia
CRD# 3216290
Douglas Maggill Everett
DULUTH, Georgia
CRD# 2321178
Elmo Dale Young
DULUTH, Georgia
CRD# 4524121
Jason Thomas Connolly
DULUTH, Georgia
CRD# 3010841
Royce Buren Duncan
DULUTH, Georgia
CRD# 4524296
Taylor Snell Manry
DULUTH, Georgia
CRD# 5155904
Todd Jones Smallwood
DULUTH, Georgia
CRD# 2131710
05
Office Locations
DULUTH, Georgia
8 advisors
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Data sourced from SEC Form ADV filings. SUGARLOAF WEALTH MANAGEMENT, LLC (CRD# 129602) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.