# 755 Financial

> 755 Financial is an SEC-registered investment advisory firm in Woodstock, GA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 342558
- Filed as: 755 FINANCIAL
- Legal name: 755 Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Woodstock, GA
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342558
- AdvisorCensus page: https://advisorcensus.com/firm/755-financial-woodstock-ga-342558

## Quick answers

**How is 755 Financial compensated?**
On its Form ADV (Item 5.E, October 2026), 755 Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is 755 Financial located?**
755 Financial's principal office is in Woodstock, GA, according to its Form ADV.

**Is 755 Financial registered with the SEC or a state?**
755 Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342558.

**How much does 755 Financial manage?**
755 Financial reports $0 in regulatory assets under management in its Form ADV filing dated August 21, 2026.

**Does 755 Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342558

**Does 755 Financial state an account minimum?**
Its Form ADV Part 2A brochure dated August 21, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in 755 Financial's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 21, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 755financial.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 755 Financial (CRD 342558): Form ADV filing data as of October 2026.
