David Simon Frank
Investment adviser representative at Peachtree Wealth Advisors, Inc
21 yearsExperience
1 stateRegistered in
$436.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Arkadios CapitalOct 2023 to now
- Peachtree Wealth Advisors, Inc.Feb 2005 to now
- Triad Advisors, Inc.Jul 2006 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (GA).
Peachtree Wealth Advisors, Inc
$436.8MAssets managed
503Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4957297
- Firm CRD
- 139779