CB
Craig Bober
SARD WEALTH MANAGMENT GROUP
Atlanta, GA 30342
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CRD#: 7775148
CB
Professional summary
Craig Bober is a registered financial advisor currently at SARD WEALTH MANAGMENT GROUP, LLC located in Atlanta, Georgia.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Craig has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Bober's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 5, 2026 - Present
SARD WEALTH MANAGMENT GROUP, LLC
Office #1: 5607 Glenridge Drive Suite 275, Building Ii, Atlanta, GA 30342RIA
CRD#: 123457
Atlanta, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SARD WEALTH MANAGMENT GROUP, LLC
SARD WEALTH MANAGEMENT GROUP, LLC | SARD, JONATHAN | SARD WEALTH MANAGMENT GROUP, LLC
CRD#: 123457 / SEC#: 801-68891
RIA
Registered Investment Advisory firm - (3/11/2008 Approved)Georgia
Registered Investment Advisory firm - (3/12/2008 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(2/5/2026)
Exams
Current Firm
SW
SARD WEALTH MANAGMENT GROUP, LLC
SARD WEALTH MANAGEMENT GROUP, LLC | SARD, JONATHAN | SARD WEALTH MANAGMENT GROUP, LLC
CRD#: 123457 / SEC#: 801-68891
RIA
Registered Investment Advisory firm - (3/11/2008 Approved)Georgia
Registered Investment Advisory firm - (3/12/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5607 Glenridge Drive Suite 275, Building Ii, Atlanta, GA 30342
Mailing Address
Phone number
(404) 843-4483
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,127 |
| AUM (Assets Under Management) | $ 463,973,082 |
Red Flags
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