SERAPHIM WEALTH ADVISORS, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 309457
- Website
- www.seraphimwealth.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Seraphim Wealth Advisors, Inc. is organized as a corporation with individual ownership and charges clients on a percentage-of-AUM fee model. The firm’s listed advisory services center on discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. According to available records the adviser is not identified as a multi-state or pension consultant, does not describe itself as an active ESG investor, and is not classified as a capital allocator or related adviser. The year of SEC registration is not provided.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Stephen Warren
Director, AdministrationCRD 5782386
Eric Wimbush
Director, OperationsCRD 6341114
E. Donell Smith
DirectorCRD 7259426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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