Vanhov Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm states it serves individuals, high-net-worth individuals, and small businesses and provides portfolio management focused on U.S. equities, index funds, ETFs, and bonds. It is newly registered and reported no assets under management as of its most recent disclosure, and it intends to use an asset-based advisory fee model common among investment-manager firms.
The firm describes a long-term, fundamentals-driven investment approach, selecting securities it believes will grow in economic value across business cycles and tailoring advice through a wealth-management questionnaire and annual reviews. It also relies on richly detailed historical visuals (Andex Charts) that link economic, political, and social events to market returns to help set client risk and return expectations.
Notably, despite being categorized as an investment manager, the brochure emphasizes individual and small-business accounts rather than pooled or institutional mandates and clarifies it will not exercise account discretion by power of attorney. Operationally the firm says it will not aggregate client orders, does not take custody, places client trades ahead of personal trades to address conflicts, and the adviser is separately licensed to offer insurance products as part of planning.
Client services
Expertise
Fee options
1.5% annually, deducted quarterly at 0.375% each quarter
Fee-only: Advisory fees only, no commissions or mark-ups
Main office
3330 Cumberland Blvd, Ste 500
Atlanta GA 30339
Advisors at this office
1
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
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