Seraphim Wealth Advisors, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
309457
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Seraphim Wealth Advisors, Inc. is an independent, Georgia-registered advisory firm organized as a corporation and owned by an individual. The firm operates on a percentage-of-AUM fee model and lists portfolio management for individuals/small businesses and for businesses or institutions among its core advisory activities. It also offers educational seminars and workshops. The firm does not identify itself as an ESG investor, does not act as a capital allocator to third‑party managers, and is not designated as a multi‑state adviser. Those attributes suggest a geographically focused, hands‑on advisory model that centers on discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Stephen Warren

    Stephen Warren

    Director, AdministrationCRD 5782386

  • E. Donell Smith

    E. Donell Smith

    DirectorCRD 7259426

  • Eric Wimbush

    Eric Wimbush

    Director, OperationsCRD 6341114

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, 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
Fulton
Address
2727 Paces Ferry Rd Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth