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PACES FERRY WEALTH ADVISORS, LLC
CRD 300057 · SEC 801-114559
2849 PACES FERRY ROAD, SUITE 660, ATLANTA, GA, 30339, United States
Phone
404-480-5200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$491.2M
Discretionary AUM
$434.5M
Team
6 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $19.0M |
| High net worth individuals | 107 | $416.5M |
| Pension/profit sharing plans | 1 | $6.4M |
| Charitable organizations | 19 | $8.0M |
| Corporations/business entities | 1 | $41.4M |
States served
CO, GA, MI, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD