Sugarloaf Wealth Management is an investment advisor in Duluth with $512.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200232439
SEC advisor number
801-62810
FINRA CRD number
129602
AUM ?
$510.92 mm
(as of 30 Mar 23)
Accounts
1,421
(as of 30 Mar 23)
Employees
14
(8 investment advisory or research)
Address
Sugarloaf Wealth Management
2736 MEADOW CHURCH ROAD
SUITE 200
DULUTH
GA 30097
2736 MEADOW CHURCH ROAD
SUITE 200
DULUTH
GA 30097
Phone
7709855473
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21