ASHWORTH SULLIVAN WEALTH MANAGEMENT GROUP
Legal Name: ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP, LLC
Full Contact Details
ASHWORTH SULLIVAN WEALTH MANAGEMENT GROUP
30,000 MILL CREEK AVE, SUITE 340, ALPHARETTA, GA
770-771-5812
770-771-5885
Other Info
ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP, LLC is a legally recognized GA Limited Liability Company with 8 employees on its payroll, 6 of whom are serving in an advisory capacity. The firm's SEC status is listed as approved, with a registration date of Apr 26, 2019. Having only 1 client, the firm seems to specialize in providing personalized and customized financial advisory and management services, tailoring its services according to the needs and goals of its clients.
Alpharetta, GA | Financial Advisor — Alpharetta, GA | Investment Management - Ashworth Sullivan Wealth Advisors
With decades of experience, we will customize a meaningful wealth management plan with investment strategies to help you achieve your financial goals.
Direct Owners
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CASEY DOMINIC SULLIVAN
MANAGING MEMBER owns more than 50% but less than 75%
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JESSICA VICKERY DABBS
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARCUS ALAN ASHWORTH
MANAGING MEMBER owns more than 50% but less than 75%
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