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Cahaba Wealth Management, Inc. CRD 151675
$2.06B regulatory AUM 124 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2024-03-06 |
| TX | RA | APPROVED | 2021-05-21 |
| AL | RA | APPROVED | 2018-05-25 |
Branch Locations
1222 Demonbreun Street Suite 1635, Nashville, TN 37203 • United States
3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • United States
1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahaba Wealth Management, Inc. | Birmingham | AL | 02/2018 | 04/2018 |
| Cahaba Wealth Management, Inc. | Birmingham | AL | 04/2018 | Present |
| Pricewaterhousecoopers | Nashville | TN | 09/2016 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-25 |
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