← Back to searchVisit website
FELTON & PEEL WEALTH MANAGEMENT, INC.
CRD 298495
2 BALLPARK CENTER, 800 BATTERY AVENUE SE, SUITE 300, ATLANTA, GA, 30339, United States
Phone
404-424-9570
Fax
1-800-787-4857
Registration
— (—)
Source
State registered
Total AUM
$34.5M
Discretionary AUM
$34.5M
Team
5 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR/ENDORSEMENT FEES
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $13.6M |
| High net worth individuals | 9 | $19.6M |
All web addresses on file
Official SEC filing: View on IAPD