Seraphim Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individuals — including high‑net‑worth clients — and institutional clients, delivering tailored Investment Policy Statements and ongoing account monitoring on either a discretionary or non‑discretionary basis. The firm reports client accounts through custodians on a quarterly basis and states it has no account minimums.
The firm’s investment process combines fundamental, quantitative, technical and modern‑portfolio‑theory analysis and supports long‑term strategies alongside more active techniques. Its stated strategy set explicitly includes short sales, margin transactions and options trading (including covered, uncovered and spread strategies), indicating the use of derivatives in client accounts and the attendant higher risk profile that is less common among peer firms.
Notable distinctions include management personnel with formal finance and accounting education and experience as financial educators and personal financial analysts, and the firm’s offering of periodic educational seminars and workshops to clients and the general public at no charge. The brochure also discloses non‑investment activities by representatives — such as insurance licensure and participation in real‑estate projects — and describes how those potential conflicts are disclosed and managed.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Representatives may earn commissions from sale of investment products such as insurance products; conflicts disclosed to clients.
Main office
2727 Paces Ferry Road SE, Suite 750
Atlanta GA 30339
Advisors at this office
2
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Quick links
Advisors at this firm
Eric W
CFA®, Series 63, Series 66
Atlanta, GA
Seraphim Wealth Advisors, Inc.
Eric Wimbush is a CFA® charterholder and financial advisor with nine years of industry experience. He has worked at Seraphim Wealth Advisors, Inc. since 2020 and concurrently serves as a Senior Relationship Manager at FHLBank Atlanta, where he assists financial institutions in managing balance sheet risk. Outside of his advisory role, he co-manages Wimbush Investments, an LLC involved in a real estate development project. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses. The firm’s investment approach includes the use of derivatives and offers both discretionary and non-discretionary account management without account minimums.
Stephen W
Series 66
Atlanta, GA
Seraphim Wealth Advisors, Inc.
Stephen Warren is a financial advisor at Seraphim Wealth Advisors, Inc. in Atlanta, GA, with seven years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. He is licensed to sell life insurance and variable annuities. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, including high-net-worth individuals. The firm uses a combination of fundamental, quantitative, technical, and modern-portfolio-theory analysis and incorporates strategies such as short sales, margin transactions, and options trading in its investment approach.
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