Data / Investment advisers / Georgia / 34 Financial, LLC
34 Financial, LLC, Atlanta, GA: $101 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
34 Financial, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $101 million in regulatory assets under management in its Form ADV filed February 12, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 329383
- SEC file number
- 801-135314
- SEC status
- Approved, effective February 12, 2026
- Main office
- 2827 Peachtree Rd Suite 620, Atlanta, GA 30305
- Phone
- (404) 383-2100
- Website
- trgwm.com
- Regulatory AUM
- $100,983,071 in the Form ADV filed February 12, 2026
- Discretionary AUM
- $100,983,071
- Accounts
- 93
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- February 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $99.2 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.8 million |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Infinite Giving Advisory Services, Inc. | Atlanta | $112.8 million | Not listed | adviserinfo.sec.gov |
| Skypoint Capital Advisors, LLC | Atlanta | $109 million | Not listed | adviserinfo.sec.gov |
| Horse Cove Partners LLC | Atlanta | $106.6 million | Not listed | adviserinfo.sec.gov |
| Wealth Engagement | Atlanta | $105 million | Not listed | adviserinfo.sec.gov |
| Carter, Terry & Company, Inc. | Atlanta | $104 million | Not listed | adviserinfo.sec.gov |
| Harbinger Sports Partners | Atlanta | $100 million | 1 | adviserinfo.sec.gov |
| Collective Wealth Partners, LLC | Atlanta | $59.9 million | Not listed | adviserinfo.sec.gov |
| KDHB V Capital Management, LLC | Atlanta | $54.8 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- 34 Financial, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.