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 a small, owner-operated RIA that provides portfolio management for individuals and small businesses. The firm charges a mix of asset-based fees and fixed fees and serves mainly individual and family clients. It does not describe itself as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. Industry affiliation with an accounting professional is noted, suggesting a close relationship with tax or accounting advisors in client work.
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 1Colton 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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