|Ashworth & Sullivan Wealth Management Group, LLC is a RIA based in Alpharetta, GA with $42M in AUM and with 8 advisors nationwide.|
|Russell Todd Burkhalter||Feb 2013|
|Cynthia Pramuk||Jul 2009|
|John David Mccurdy||Jul 2013|
|Richard Mansfield Poore||Oct 2011|
|Jessica Renee Vickery||Oct 2013|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Marcus Alan Ashworth||Managing Member||05/01/2009|
|Casey Dominic Sullivan||Managing Member/Chief Compliance Officer||05/01/2009|
No firm affiliates listed.
30,000 Mill Creek Ave, Suite 340
Alpharetta , GA 30022
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees