Choice Wealth Management, LLC

RIAState Registered

Total AUM

$15.2M

Discretionary

$15.2M

100% of AUM

Avg account

$121K

Accounts

126

Employees

2

Advisory reps

1

Firm details

Headquarters: Johns Creek, Georgia
CRD number: 166471
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: Individuals99.17%
Charitable Organizations0.83%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Choice Wealth Management, LLC is an independent, Maryland-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves both individual & family clients and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its business mix includes insurance brokerage alongside advisory services. Fee arrangements are mixed: percentage of AUM, hourly charges and commission-based work co-exist in their practice. The firm reports it is not a multi-state adviser and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Contacts

1 of 1

Gregory Corneille
Managing MemberCRD 5226584

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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