Wealth With No Regrets®

CRD 159201 · Alpharetta, GA · $214.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 159201
SEC number: 801-128215
Firm type: RIA
Assets under management: $214.4M as of Mar 30, 2026
Website: www.linkedin.com/company/wealth-with-no-regrets ↗
Phone: 678-278-9632
Address: 12600 Deerfield Parkway, Alpharetta, GA, 30004

Advisors at this firm

6 in our index · page 1 of 1

Andrew James LightleCRD 6943892 · Alpharetta, GA

IA RegisteredRegistration inactive
Scott M NobleCRD 6257178 · Alpharetta, GA

IA Registered

Disclosure event(s) on record
Travis Woodman RaishCRD 2368679 · Alpharetta, GA

IA Registered
Andrea K SouleCRD 6065566 · Alpharetta, GA

IA Registered
Barry Hudson SpencerCRD 5984945 · Alpharetta, GA

IA Registered

Disclosure event(s) on record
Mason WareCRD 7999434 · Alpharetta, GA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 159201 ↗ FINRA BrokerCheck record for firm CRD 159201 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.