Best Investors Account Sign in
Inactive

Stetson Lane Ponder

Cahaba Wealth Management, Inc.

Atlanta, GA

CRD 8135302

Claim This Profile
Employer firm

Cahaba Wealth Management, Inc. CRD 151675

$2.06B regulatory AUM 124 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cahaba Wealth Management, Inc.

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-28
  • GA RA
    APPROVED
    Since 2025-07-28

Branch Locations

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oxford Middle School/Oxford High School Oxford MS 07/2015 05/2020
University Of Alabama Tuscaloosa AL 08/2020 05/2024
Cahaba Wealth Management, Inc. Atlanta GA 08/2024 Present
  • 07/2015 → 05/2020
    Oxford Middle School/Oxford High School
    Oxford, MS
  • 08/2020 → 05/2024
    University Of Alabama
    Tuscaloosa, AL
  • 08/2024 → Present
    Cahaba Wealth Management, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-07-16

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor