Buckhead Wealth Management
Investment Management • 
Atlanta, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 1708 Peachtree St, Suit 210, Atlanta, Georgia 30309, US |
| Phone number | +14048167718 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Finance, Investing, Advisory, Securities, Consulting, Financial Consulting, Financial Services, Fixed Income, Wealth Management, Tax Planning, Financial Advisor, Capital Preservation Strategies, Legacy And Estate Planning, Wealth And Retirement Planning, Buckhead Wealth Management, Atlanta Advisors, Financial Advisor Atlanta, Financial Advisor Near Me |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contact at Buckhead Wealth Management
Mallika Shah
Marketing Director | Marketing Analytics & Strategy Lead
Buckhead Wealth Management Email Formats
Buckhead Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@buckheadwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@buckheadwealth.com | 100% |
About Buckhead Wealth Management
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.
Buckhead Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Buckhead Wealth Management has never raised funding before.
Buckhead Wealth Management Tech Stack
Discover the technologies and tools that power Buckhead Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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