PW
PEACHTREE WEALTH ADVISORS, INC
SEC RegisteredATLANTA, GAhttps://peachtreewa.com404-531-0965
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
1359
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 279 | $63M |
| High Net Worth Individuals | 174 | $319M |
0 total clients reported on Form ADV.
Leadership
Jonathan Samuel Lindvig
PRESIDENT / CHIEF COMPLIANCE OFFICER
David Simon Frank
SECRETARY / CHIEF FINANCIAL OFFICER
Office locations
1 office in 1 state
GA
ATLANTAHQ
Regulatory & compliance
CRD number
#139779
SEC Number
801-119707
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 2.00% |
| Above $1,000,000 | 1.00% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
peachtreewa.comPhone
404-531-0965Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PEACHTREE WEALTH ADVISORS, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.