# Felton & Peel Wealth Management, Inc.

> Felton & Peel Wealth Management, Inc. is a state-registered investment advisory firm in Atlanta, GA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 298495
- Filed as: FELTON & PEEL WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298495
- AdvisorCensus page: https://advisorcensus.com/firm/felton-and-peel-wealth-management-inc-atlanta-ga-298495

## Quick answers

**How is Felton & Peel Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Felton & Peel Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Felton & Peel Wealth Management, Inc. located?**
Felton & Peel Wealth Management, Inc.'s principal office is in Atlanta, GA, according to its Form ADV.

**Is Felton & Peel Wealth Management, Inc. registered with the SEC or a state?**
Felton & Peel Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298495.

**How much does Felton & Peel Wealth Management, Inc. manage?**
Felton & Peel Wealth Management, Inc. reports $34,529,364 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Felton & Peel Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (9).

**Does Felton & Peel Wealth Management, Inc. 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/298495

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $34,529,364
- Discretionary: $34,529,364
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $13,636,573 |
| High net worth individuals | 9 | $19,617,463 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $19,374 |
| Charitable organizations | Fewer than 5 | $1,255,954 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feltonandpeel.com
- Facebook @feltonandpeel
- Instagram @felton_peel09
- LinkedIn @feltonandpeel
- LinkedIn @malik-s-lee
- X @feltonandpeel

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Felton & Peel Wealth Management, Inc. (CRD 298495): Form ADV filing data as of October 2026.