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George Henry Wideman

Cahaba Wealth Management, Inc.

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About George Henry Wideman

George Wideman is a financial advisor with Cahaba Wealth Management, Inc. George has been in the financial services industry since 1998 and has experience working with high-net-worth individuals, charitable organizations, and pension and profit sharing plans. George is a Certified Financial Planner and has been registered with the state of Alabama since 2012. Cahaba Wealth Management is a financial advisory firm with a strong reputation for providing personalized financial planning and investment management services to its clients. George and Cahaba Wealth Management are committed to helping their clients achieve their financial goals.

Firm Information

George Wideman is currently registered with Cahaba Wealth Management, Inc.. Cahaba Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, GA. The firm manages approximately $1.5 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a range of services, including financial planning, portfolio management for individuals, and selection of other advisers.
Cahaba Wealth Management, Inc.

1200 PEACHTREE STREET NE

ATLANTA, GA 30309

$1.50B

Assets Under Management

80

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Wideman’s Registration & Firm History

AL

11/20/2023 - Present

Cahaba Wealth Management, Inc. (BIRMINGHAM AL)

AL

08/01/2001 - 03/20/2012

SYNOVUS SECURITIES, INC. (BIRMINGHAM AL)

GA

02/23/2001 - 05/24/2001

ROBERT ANDREW SECURITIES, INC. (ATLANTA GA)

MN

06/15/2000 - 01/31/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/15/2000 - 01/31/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

GA

09/28/1999 - 05/12/2000

FSC SECURITIES CORPORATION (ATLANTA GA)

CA

05/01/1998 - 11/19/1998

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NY

01/22/1998 - 01/23/1998

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

01/22/1998 - 01/23/1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/20/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Henry Wideman.
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