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DALTON WEALTH PLANNERS

CRD 334952

Visit website

1515 ABUTMENT RD, SUITE 105, DALTON, GA, 30721, United States

Phone

(706) 719-4261

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.5M

Discretionary AUM

$1.5M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-05-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals5$287K
High net worth individuals2$346K
Corporations/business entities2$874K

All web addresses on file

Official SEC filing: View on IAPD