Chattahoochee Wealth

Overview

Chattahoochee Wealth is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, and it offers a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include both a percentage of assets under management and fixed fees, which suggests a hybrid advisory model that can accommodate both ongoing portfolio oversight and project-based planning engagements. On the investment side, Chattahoochee Wealth relies primarily on pooled public funds and mutual funds for core portfolio exposure. The adviser does not position itself as an active ESG investor and is not set up as a multi-state adviser. Given the firm’s size and client base, the investment program emphasizes simplicity, diversified pooled vehicles and access to third‑party real estate managers for alternative exposure rather than a large roster of proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices