755 Wealth Management, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 342558
· SEC file 801-136490
· Woodstock, GA
· WWW.755FINANCIAL.COM
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ADV data as of Aug 21, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
AUM over time
$0
$0
May 14, 2026
Aug 21, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 21, 2026
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Graham Baggarley Bailey | Registered representative | Jul 2026 (0y) | ||
| Jacob C Jones | Registered representative | Jul 2026 (0y) | ||
| Samuel Feldman | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 21, 2026.
View current Form ADV (SEC/IAPD) ↗