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PEACHTREE WEALTH ADVISORS, INC

ATLANTA, GA · CRD 139779 · IAPD ↗ · peachtreewa.com · 404-531-0965

$436.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — PEACHTREE WEALTH ADVISORS, INC reported RAUM up 26% ($346.8M -> $436.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — PEACHTREE WEALTH ADVISORS, INC reported RAUM up 26% ($275.6M -> $346.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — PEACHTREE WEALTH ADVISORS, INC reported RAUM up 28% ($215.3M -> $275.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.