J.A. Lawrence Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,500,000
Clients
92
7% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
92
Very HighAverage account size
$222,826
About
J.A. Lawrence Wealth Management is an independent, state‑registered advisory firm led by a single adviser that provides asset management, financial planning, retirement planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and small businesses. The firm manages approximately $20.5 million for roughly 90 clients and may recommend or coordinate with third‑party investment managers for portions of client portfolios.
The adviser uses fundamental and cyclical analysis to build tailored portfolios and practices active, discretionary management that can include rebalancing, long‑ and short‑term positions, short sales and margin transactions where appropriate. The firm prepares Investment Policy Statements, monitors accounts on an ongoing basis, and requires clients to custody assets at Charles Schwab, through which advisory fees are typically deducted.
What is distinctive about the firm is that, unlike most independent advisory firms, certain supervised persons are licensed insurance producers and the firm may receive commissions from insurance and annuity sales in addition to advisory fees — a potential conflict the brochure discloses. For a solo adviser with roughly $20.5 million in AUM, the combination of commission‑based insurance activity, the allowance for more active trading techniques, and a stated requirement that clients use a specific custodian are notable operational features.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Comprehensive financial plan for a fixed fee of $2,500, negotiable depending on complexity.
$0 - $1,000,000: Up to 1.00% annually $1,000,001 - $2,000,000: Up to 0.50% annually $2,000,001 - $3,000,000: Up to 0.25% annually $3,000,000+: No charge
The firm and its representatives may receive commissions and other compensation from the sale of insurance products, including annuities.
Account minimum: $250,000
Main office location
J.A. Lawrence Wealth Management
1954 Airport Rd, #796
Atlanta GA 30341, United States
Number of offices
1
Most active in
J.A. Lawrence Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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