CHOICE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- JOHNS CREEK, Georgia
- CRD number
- 166471
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Choice Wealth Management, LLC operates as an independent registered investment advisor focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and primarily serves individual and family clients. Choice Wealth Management employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and commissions. The firm is also engaged in business activities as an insurance broker, which complements its advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1GREGORY CORNEILLE
Managing MemberCRD 5226584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JOHNS CREEK, GA
GWINNETT
Location
JOHNS CREEK, GA
Headquartered in JOHNS CREEK, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- GWINNETT
- Address
- 11555 Medlock Bridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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