Se connecter Inscription gratuite

Worsham & Sammons Wealth Management, LLC (Atlanta)


Worsham & Sammons Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $121.72 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Georgia, Louisiana, North Carolina, and Texas.

Logo

Worsham & Sammons Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Worsham & Sammons Wealth Management: assets under management

The assets under management (AUM) of Worsham & Sammons Wealth Management, LLC is $121.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $121.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $483.03 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Worsham & Sammons Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Angelo Anthony Alleca Principal 1 Oct 1997 75% - 100% 2326763
Inc. Sc Equity Group Direct owner 1 Mar 2008 75% - 100% 16-1575034

Based in Atlanta

The principal office where Worsham & Sammons Wealth Management, LLC performs its advisory services is located at 115 Perimeter Center Place, Ne, Atlanta, GA 30346, 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 770-391-5800 or by fax 770-391-3542. The normal business hours are 8:30-4:30 on Monday - Friday. You can find more information about the New York firm at www.worshamsammons.com.


Registered investment advisers similar to Worsham & Sammons Wealth Management, LLC