Overview
Assets Under Management: $157 million
Headquarters: GRIFFIN, GA
High-Net-Worth Clients: 73
Average Client Assets: $1.1 million
Frequently Asked Questions
GEORGIA WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314602), GEORGIA WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
GEORGIA WEALTH PARTNERS, LLC is headquartered in GRIFFIN, GA.
GEORGIA WEALTH PARTNERS, LLC serves 73 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, GEORGIA WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GEORGIA WEALTH PARTNERS, LLC manages $157 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, GEORGIA WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.69%
Average Client Assets: $1.1 million
Total Client Accounts: 759
Discretionary Accounts: 752
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 314602
Filing ID: 2064317
Last Filing Date: 2026-03-17 10:10:32