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| Keyboard |
| Georgia Wealth Partners LLC
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|---|---|
| CRD # | 314602 |
| SEC # | 801-128055 |
| CIK # | |
| AUM | 157.5 M (2026-03-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 678-510-5280 |
| Address | 318 S Hill Street Griffin, GA 30224 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 441 | 50.8 |
| (b) Individuals (high net worth individuals) | 73 | 81.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 12.6 |
| (i) State or municipal government entities | 1 | 8.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 759 | 157.5 |
| By Discretionary | ||
| Discretionary | 752 | 145.5 |
| Non-Discretionary | 7 | 12.0 |
| Total | 759 | 157.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.5 | |
| Total | 759 | 157.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
CA | 158.0 M |
|
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|
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|
Avocet Capital Management LLC
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|
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|
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|
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|
Vested Financial Planning LLC
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157.2 M | |
|
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|
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|
Finec Asset Management LLC
✚
|
CA | 157.0 M |