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GEORGIA WEALTH PARTNERS, LLC
CRD 314602 · SEC 801-128055
318 S. HILL STREET, SUITE 200, GRIFFIN, GA, 30224, United States
Phone
678-510-5280
Fax
678-228-1413
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.5M
Discretionary AUM
$145.5M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 441 | $50.8M |
| High net worth individuals | 73 | $81.4M |
| Charitable organizations | 5 | $12.6M |
| State/municipal entities | 1 | $8.5M |
| Corporations/business entities | 10 | $4.2M |
States served
GA, LA
All web addresses on file
Official SEC filing: View on IAPD