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34 FINANCIAL, LLC

ATLANTA, GA · CRD 329383 · IAPD ↗ · trgwm.com · 404-383-2100

$101.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — 34 FINANCIAL, LLC (ATLANTA, GA) is newly SEC-registered with $101.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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