SourcingSourcing

PEACHTREE WEALTH ADVISORS, INC

C39
CRD 139779·SEC 801-119707·ATLANTA, GA
AUM
$436.8M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PEACHTREE WEALTH ADVISORS, INC
CRD
139779
SEC file #
801-119707
EIN
—
DBA names
—

Economics

AUM
$436.8M
AUM band
$100M-$500M
AUM trajectory
'21'26
$109.1M → $436.8M▲ +300%
Client mix
Individuals Other279
Individuals High Net Worth174
Corporations50

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
3 advisors → 2 advisors▼ -33%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
peachtreewa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRANK, DAVID, SIMON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FRANK, DAVID, SIMON
LINDVIG, JONATHAN, SAMUEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PEACHTREEWA.COM
Rdap Domain Creation Date
2009-05-01T19:01:53Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-05-01T19:01:53Z
Rdap Domain Last Changed
2025-04-28T20:50:23Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4957297
Trust Company Affiliate
No

People (2)

2
LINDVIG, JONATHAN, SAMUEL
IAR · Direct Owner · 62.5%
4431582
FRANK, DAVID, SIMON
IAR · Direct Owner · 62.5%
4957297