Insights

Niche Market Focus Avery & Pope Wealth Management serves residents in multiple states including Georgia, Florida, and North Carolina, presenting an opportunity to tailor financial technology and services for regional compliance and localized customer engagement strategies.

Independent Advantage As an independent firm offering access to a broad variety of investment products, the company may benefit from advanced portfolio management tools and technology platforms that enhance product diversification and client customization.

Revenue Growth Potential With a revenue range of 10 to 25 million dollars and a small team, there is potential for scalable solutions such as client relationship management (CRM) systems or financial planning software that support growth without sacrificing personalized service.

Technology Stack The company's current technology infrastructure includes AWS, CDN, and Drupal, indicating a focus on reliable hosting and content management; this presents opportunities for enhanced cybersecurity solutions and client data protection services.

Competitive Landscape Targeting mid-sized financial advisory firms with similar revenue ranges, Avery & Pope can be approached with value propositions around operational efficiencies, advanced analytics, or compliance solutions to differentiate from larger competitors like Charles Schwab or Fidelity.

Avery & Pope Wealth Management Tech Stack

Avery & Pope Wealth Management uses 8 technology products and services including Varnish, Amazon Web Services, Cloudflare CDN, and more. Explore Avery & Pope Wealth Management's tech stack below.

  • Varnish
    Caching
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • Drupal
    Content Management System
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • HSTS
    Security

Media & News

Avery & Pope Wealth Management's Email Address Formats

Avery & Pope Wealth Management uses at least 1 format(s):
Avery & Pope Wealth Management Email FormatsExamplePercentage
First@averyandpope.comJohn@averyandpope.com
27%
First.Last@averyandpope.comJohn.Doe@averyandpope.com
23%
First@averyandpope.comJohn@averyandpope.com
27%
First.Last@averyandpope.comJohn.Doe@averyandpope.com
23%

Frequently Asked Questions

Where is Avery & Pope Wealth Management's headquarters located?

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Avery & Pope Wealth Management's main headquarters is located at 36 South Court Square, 2nd Floor, Newnan, GA 30263, US. The company has employees across 1 continents, including North America.

What is Avery & Pope Wealth Management's phone number?

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You can contact Avery & Pope Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Avery & Pope Wealth Management's official website and social media links?

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Avery & Pope Wealth Management's official website is averyandpope.com and has social profiles on LinkedIn.

What is Avery & Pope Wealth Management's SIC code NAICS code?

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Avery & Pope Wealth Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Avery & Pope Wealth Management have currently?

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As of December 2025, Avery & Pope Wealth Management has approximately 6 employees across 1 continents, including North America. Key team members include Marketing Director: J. D.Principal: P. W. A.Financial Advisor: J. E.. Explore Avery & Pope Wealth Management's employee directory with LeadIQ.

What industry does Avery & Pope Wealth Management belong to?

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Avery & Pope Wealth Management operates in the Financial Services industry.

What technology does Avery & Pope Wealth Management use?

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Avery & Pope Wealth Management's tech stack includes VarnishAmazon Web ServicesCloudflare CDNDrupalFMG SuiteFont AwesomeGoogle Fonts APIHSTS.

What is Avery & Pope Wealth Management's email format?

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Avery & Pope Wealth Management's email format typically follows the pattern of First@averyandpope.com. Find more Avery & Pope Wealth Management email formats with LeadIQ.

When was Avery & Pope Wealth Management founded?

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Avery & Pope Wealth Management was founded in 2011.

Avery & Pope Wealth Management

Financial ServicesUnited States2-10 Employees

Avery & Pope Wealth Management is a full service wealth management firm consisting of two principals, Parks Avery and Kris Pope and two affiliated investment advisers Rhodes Shell and Jason Eaker. 

Before we implement a financial program for you, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way. 

After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms. 

After we implement your investment program, we will continue to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims. 

This communication is strictly intended for individuals residing in the states of AL, FL, GA, NC, CA, NM, SC, and VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Avery and Pope Wealth Management,36 South Court Square, 2nd Floor, Newnan, GA 30263  770-683-6603

Please see our Terms of Use here:  www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
36 South Court Square, 2nd Floor, Newnan, GA 30263, US
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Avery & Pope Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Avery & Pope Wealth Management's revenue is estimated to be in the range of $10M$25M

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