SERAPHIM WEALTH ADVISORS, INC.

RIASEC 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 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

FINTRX

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

    Director, AdministrationCRD 5782386

  • Eric Wimbush

    Director, OperationsCRD 6341114

  • E. Donell Smith

    DirectorCRD 7259426

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