# Due West Wealth Advisors LLC

> Due West Wealth Advisors LLC is a state-registered investment advisory firm in Marietta, GA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 333294
- Filed as: DUE WEST WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333294
- AdvisorCensus page: https://advisorcensus.com/firm/due-west-wealth-advisors-llc-marietta-ga-333294

## Quick answers

**How is Due West Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Due West Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Due West Wealth Advisors LLC located?**
Due West Wealth Advisors LLC's principal office is in Marietta, GA, according to its Form ADV.

**Is Due West Wealth Advisors LLC registered with the SEC or a state?**
Due West Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333294.

**How much does Due West Wealth Advisors LLC manage?**
Due West Wealth Advisors LLC reports $1,185,257 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Due West Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Due West Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333294

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $1,185,257
- Discretionary: $1,185,257
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,185,257 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [duewestwealth.com](https://duewestwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Due West Wealth Advisors LLC (CRD 333294): Form ADV filing data as of October 2026.