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Fleming Wealth Management, LLC (Atlanta)


Fleming Wealth Management, LLC is an adviser based in Atlanta. It manages $62.74 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Georgia.

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Fleming Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fleming Wealth Management: assets under management

The assets under management (AUM) of Fleming Wealth Management, LLC is $62.74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $62.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fleming Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Fleming Wealth Management, LLC performs its advisory services is located at 1200 Abernathy Road, Atlanta, GA 30325, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-350-2607 or by fax 678-383-4502. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.flemingwealthmanagement.com.


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