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WEST PACES ADVISORS, INC.
CRD 175512 · SEC 801-96230
3284 NORTHSIDE PARKWAY, N.W., SUITE 485, ATLANTA, GA, 30327, United States
Phone
(404) 478-3030
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$996.5M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersTRUSTED ADVISOR SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $28.1M |
| High net worth individuals | 177 | $969.8M |
| Pension/profit sharing plans | 1 | $2.5M |
| Charitable organizations | 3 | $6.0M |
States served
CA, GA, NE, NY, NC, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD