Antares Wealth

Antares Wealth Management, LLC is an investment advisory firm based in Atlanta, Georgia, established in 2019. The firm specializes in providing investment management and wealth management services to clients, managing over $201 million of client assets as of December 31, 2022. Antares Wealth primarily offers wealth management services, conducting detailed assessments of clients' financial circumstances to develop personalized investment plans. The firm operates as a discretionary investment adviser, managing client portfolios without prior consultation, except for specific client-imposed restrictions. Investment strategies include strategic and tactical asset allocation, utilizing both active and passive investment approaches. Antares Wealth charges portfolio management fees based on a percentage of assets under management, with a minimum portfolio value of $500,000 and a minimum annual fee of $5,000. The firm also offers financial planning services on an hourly fee basis. Antares Wealth acts as a fiduciary under ERISA and the IRC, obligated to act in the best interests of clients. The firm does not engage in performance-based fees or side-by-side management. Client accounts are reviewed at least quarterly by Antares Wealth representatives, and the firm utilizes Charles Schwab & Co., Inc. as a qualified custodian for client assets. Antares Wealth does not generally allow directed brokerage accounts and does not vote proxies related to client securities. The firm has no disciplinary events to report and maintains financial stability to meet its commitments to clients.