# Peachtree Wealth Advisors, Inc

> Peachtree Wealth Advisors, Inc is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 139779
- Filed as: PEACHTREE WEALTH ADVISORS, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139779
- AdvisorCensus page: https://advisorcensus.com/firm/peachtree-wealth-advisors-inc-atlanta-ga-139779

## Quick answers

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

**How much does Peachtree Wealth Advisors, Inc charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Flat fee: $100 to $25,000 a year (independent financial planning and professional consultation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Peachtree Wealth Advisors, Inc located?**
Peachtree Wealth Advisors, Inc's principal office is in Atlanta, GA, according to its Form ADV.

**Is Peachtree Wealth Advisors, Inc registered with the SEC or a state?**
Peachtree Wealth Advisors, Inc is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 139779.

**How much does Peachtree Wealth Advisors, Inc manage?**
Peachtree Wealth Advisors, Inc reports $436,786,765 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Peachtree Wealth Advisors, Inc's assets and staff changed since 2021?**
In the Form ADV data for Peachtree Wealth Advisors, Inc: Regulatory assets under management: $137,271,715 in the October 2021 data and $436,786,765 in the October 2026 data, up 218%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peachtree Wealth Advisors, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (279); high net worth individuals (174); corporations or other businesses not listed above (50).

**Which custodians does Peachtree Wealth Advisors, Inc use?**
Peachtree Wealth Advisors, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity as a custodian holding 10% or more of its separately managed account assets.

**Does Peachtree Wealth Advisors, Inc 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/139779

**Does Peachtree Wealth Advisors, Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "PWA does not have a minimum account size and advisory fees are negotiable."

**What changed in Peachtree Wealth Advisors, Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $346,789,913 to $436,786,765 (+26%).

## 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 March 12, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> PWA does not have a minimum account size and advisory fees are negotiable.

- Flat fee: $100 to $25,000 a year (independent financial planning and professional consultation services)

> PWA's fixed fee range is from $100.00 to $25,000.00 on an annual basis depending on the level and scope of the services required.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $436,786,765
- Discretionary: $436,786,765
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 279 | $62,640,963 |
| High net worth individuals | 174 | $318,584,310 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $734,522 |
| Charitable organizations | Fewer than 5 | $451,709 |
| Corporations or other businesses not listed above | 50 | $54,375,261 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, DC, FL, GA, IL, NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peachtreewa.com
- LinkedIn @79784910

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,271,715 | 3 | July 20, 2021 |
| October 2022 | $172,578,302 | 2 | February 15, 2022 |
| October 2023 | $215,281,379 | 3 | August 17, 2023 |
| October 2024 | $275,580,219 | 3 | March 14, 2024 |
| October 2025 | $346,789,913 | 3 | March 13, 2025 |
| October 2026 | $436,786,765 | 3 | March 12, 2026 |

Regulatory assets under management: $137,271,715 in the October 2021 data and $436,786,765 in the October 2026 data, up 218%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $346,789,913 to $436,786,765 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peachtree Wealth Advisors, Inc (CRD 139779): Form ADV filing data as of October 2026.