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Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 05/26/2020
Other registrations (4)
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

Adviser Type

- Large advisory firm

Client Types

- 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

328M 281M 234M 187M 140M 94M 47M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

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
Accounting Firm Name ROSEWOOD CPA ADVISORS Filing Date06/06/2023 Form ADV-E View Report

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