Overview
Assets Under Management: $292 million
Headquarters: JOHNS CREEK, GA
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
LOFTIN WEALTH PARTNERS 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 #305359), LOFTIN WEALTH PARTNERS is subject to fiduciary duty under federal law.
LOFTIN WEALTH PARTNERS is headquartered in JOHNS CREEK, GA.
LOFTIN WEALTH PARTNERS serves 92 high-net-worth clients according to their SEC filing dated January 13, 2026. View client details ↓
According to their SEC Form ADV, LOFTIN WEALTH PARTNERS offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
LOFTIN WEALTH PARTNERS manages $292 million in client assets according to their SEC filing dated January 13, 2026.
According to their SEC Form ADV, LOFTIN WEALTH PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,033
Discretionary Accounts: 1,033
Regulatory Filings
CRD Number: 305359
Filing ID: 2040588
Last Filing Date: 2026-01-13 15:55:43