Sunglow Wealth Advisory LLC
Firm details
- Headquarters
- Snellville, Georgia
- CRD number
- 304101
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.56%
- Individuals18.05%
- Corporations / Businesses2.93%
- Pension & Profit Sharing Plans2.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sunglow Wealth Advisory LLC is an individually owned limited liability company that provides portfolio management for individuals and small businesses. Its client base is focused on individual and family investors. The firm charges both a percentage-of-AUM fee and fixed fees and does not describe itself as an ESG investor. According to the available profile, Sunglow operates under an unclassified adviser designation and is not flagged as a multi-state adviser or a capital allocator.
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 Equities65%
- US Government Bonds25%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Wesley Aikens
Owner, Chief Compliance OfficerCRD 7118731
Contacts
1 of 1
Colton Sowash
OwnerCRD 7258339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Snellville, GA
Gwinnett
Location
Snellville, GA
Headquartered in Snellville, 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
- 2417 Lenora Church Rd
- Time zone
- ET (UTC-5)
- Office locations
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