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LOFTIN WEALTH PARTNERS

GER LOFTIN WEALTH ADVISORS, LLC

CRD 305359 · SEC 801-117350

Visit website

6470 E JOHNS CROSSING, SUITE 230, JOHNS CREEK, GA, 30097, United States

Phone

(888) 556-3846

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$344.5M

Discretionary AUM

$344.5M

Team

6 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals282$77.5M
High net worth individuals105$265.4M

States served

AL, CA, GA, IL, IN, LA, MI, NC, OK, PA, SC, TN, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD