| As of Date | 07/22/2026 |
| Registration | SEC, Approved, 05/26/2020 |
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| ADV Location | GREENVILLE, SC, United States |
| Contact Info | 864 xxxxxxx |
| Websites |
| AUM* | 447,791,626 29% |
| of that, discretionary | 327,602,360 2% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 336,685 8% |
| % High Net Worth | 17.80% 91% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WEALTH TRAINING ACADEMY | Filing Date02/02/2026 | Form ADV-E View Report |
| Accounting Firm Name ROSEWOOD CPA ADVISORS | Filing Date01/02/2025 | Form ADV-E View Report |