Buckhead Wealth Management is an independent Investment Services firm headquartered in Atlanta, Georgia. We pride ourselves on providing personalized financial information to affluent families, individuals and businesses. Our team focuses on creating an asset allocation strategy for each of our clients that fits into their holistic financial picture. We provide access to investment management, risk management, insurance needs analysis, cash flow analysis, retirement planning, and tax planning and management. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Buckhead Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
View Top Employees from Buckhead Wealth ManagementWebsite | http://www.buckheadwealth.com |
Revenue | $436000 |
Employees | 7 (7 on RocketReach) |
Founded | 2008 |
Address | 458 East Paces Ferry Rd NE 1st floor, Atlanta, Georgia 30303, US |
Phone | (404) 816-7714 |
Fax | (404) 816-7706 |
Technologies |
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Industry | Investment Management, Business Services General, Business Services |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 56111 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies |
Looking for a particular Buckhead Wealth Management employee's phone or email?
The Buckhead Wealth Management annual revenue was $436000 in 2024.
7 people are employed at Buckhead Wealth Management.
Buckhead Wealth Management is based in Atlanta, Georgia.
The NAICS codes for Buckhead Wealth Management are [56111, 5611, 56, 561, 561110].
The SIC codes for Buckhead Wealth Management are [874, 87].