Wesley
Heinrichs

Alexander Capital Wealth Management LLC

CRD#6687866
Investment Advisor
in Atlanta, GA

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About this Advisor

Wesley Heinrichs is a financial advisor based in Atlanta, Georgia, working with Alexander Capital Wealth Management LLC. Wesley has previously held positions at Georgia Southern University Golf Course, Beca: The It Brain Power Company, Foresters Financial Services, Foresters Advisory Services, Wesley Heinrichs LLC, Lpl Financial, LLC, Bay Financial Advisors, Inc, Ifg Advisory, LLC, Alexander Capital Lp, and Alexander Capital Wealth Management. Wesley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Wesley is part of Alexander Capital Wealth Management LLC, which operates out of Atlanta, Georgia. The firm has 16 offices and 26 employees. The firm manages assets totaling $120.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Alexander Capital Wealth Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

9040 Roswell Road Suite 350B
Atlanta, GA 30350

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Alexander Capital Wealth Management LLC Brokerage Details

Total Assets Under Management

$120,789,910

GA Average: $10,121,009,343
Total Number of Employees

26

GA Average: 92
Total Number of Accounts

531

GA Average: 6,978
Average Account Size

$227,476

GA Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Wesley Heinrichs Work History

2024 - Present (0 year)

Alexander Capital Lp

2024 - Present (0 year)

Alexander Capital Wealth Management

2020 - Present (4 years)

Ifg Advisory, LLC

2018 - Present (6 years)

Wesley Heinrichs LLC

2018 - Present (6 years)

Lpl Financial, LLC

2019 - 2020 (1 year)

Bay Financial Advisors, Inc

2018 - 2018 (< 1 year)

Foresters Advisory Services

2017 - 2018 (1 year)

Foresters Financial Services

2016 - 2017 (1 year)

Foresters Financial Services

2015 - 2016 (1 year)

Beca: The It Brain Power Company

2013 - 2015 (2 years)

Georgia Southern University Golf Course

Disclosures

Please visit the SEC profile of Wesley Heinrichs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alexander Capital Wealth Management LLC

Jesus Quezada
Alhambra, CA
Scotty George
Red Bank, NJ
Paul Messina
Red Bank, NJ
James Boyle
Red Bank, NJ
Steven Bencivenga
Red Bank, NJ
Wesley Heinrichs
Atlanta, GA
Joseph Amato
Red Bank, NJ
Dustin Bachtel
Glasgow, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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