Cheryl Leonard-peeples

Pr Squared Wealth Management LLC

3 Years of Experience

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Firm Information

Pr Squared Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

79 clients

Average Client Portfolio

$100K average

Assets Under Management

$7.9M

Fee Structure

Devin Alphin receives additional compensation and commissions on the insurance he sells and for his role as a financial advisor with Capitalwize, LLC. He does not receive any performance-based fees.

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Advisor Information

Office location

1770 the Exchange, Suite 220, Atlanta, GA, 30339

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Cheryl works as an insurance agent providing insurance sales and services through Eiat Wealth Management since 2017. This activity takes about 10-20% of her time, even during securities trading hours.