Peachtree Wealth Advisors, Inc

Peachtree Wealth Advisors, Inc., established in 2004 by Jonathan Lindvig and David Frank, is a Registered Investment Adviser based in Atlanta, GA. The firm offers customized investment advisory services focusing on client investment objectives, risk tolerance, and asset allocation goals. Clients can place restrictions on account management, impacting portfolio performance. Services include financial planning, retirement planning, education planning, and pension consulting. PWA manages assets internally or through third-party money managers based on client goals. As of March 3, 2025, PWA's assets under management total $346,789,913. Advisors at PWA are also registered representatives of Arkadios Capital. Fees at PWA include fixed fees for financial planning, asset-based fees for account management, and third-party managed account fees. The firm does not charge performance-based fees. PWA uses fundamental security analysis and a top-down approach for investment strategies. The firm does not have any disciplinary information and does not vote client securities. Advisors at PWA may receive compensation from commissions or mutual fund fees. The firm's code of ethics emphasizes integrity, competence, and ethical conduct. Clients' accounts are reviewed annually, and PWA does not act as a custodian for client accounts. Clients can grant PWA investment discretion, and the firm does not vote client securities. Jonathan Lindvig and David Frank have clean disciplinary records and are licensed insurance agents. They are also registered representatives of Arkadios Capital.