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BOOMFISH WEALTH GROUP, LLC

UUID4673b798-203b-513d-a598-853c3d752088
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 159201 159201 1.0
sec_file_number 801-128215 801-128215

Profile

Websitehttps://www.linkedin.com/company/wealth-with-no-regrets
HQ CityALPHARETTA
HQ StateGA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • WEALTH WITH NO REGRETS® adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)193,662,000.0
  • RAUM (discretionary)192,563,000.0
  • Actionable assets158,248,000.0
  • Accounts702.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM21,691,000.0
  • HNW AUM136,557,000.0

As of 2025-03-04 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.