Overview
Assets Under Management: $928 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 172
Average Client Assets: $5 million
Frequently Asked Questions
WEST PACES ADVISORS, INC. 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 #175512), WEST PACES ADVISORS, INC. is subject to fiduciary duty under federal law.
WEST PACES ADVISORS, INC. is headquartered in ATLANTA, GA.
WEST PACES ADVISORS, INC. serves 172 high-net-worth clients according to their SEC filing dated February 17, 2025. View client details ↓
According to their SEC Form ADV, WEST PACES ADVISORS, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WEST PACES ADVISORS, INC. manages $928 million in client assets according to their SEC filing dated February 17, 2025.
According to their SEC Form ADV, WEST PACES ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.42
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 815
Discretionary Accounts: 811
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 175512
Last Filing Date: 2025-02-17 00:00:00
Website: https://westpacesadvisors.com