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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Paces Ferry Wealth Advisors LLC
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| CRD # | 300057 |
| SEC # | 801-114559 |
| CIK # | 0001819919 |
| AUM | $430.0 M (2025-03-06) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 404-480-5200 |
| Address | 2849 Paces Ferry Road Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aflac Inc | 13.3 | ||
| Nvidia Corp | 12.1 | ||
| Apple Inc | 11.1 | ||
| Amazon Com Inc | 5.3 | ||
| Microsoft Corp | 4.1 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Facebook Inc | 3.1 | ||
| Roper Industries Inc | 2.5 | ||
| VISA Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 18.6 |
| (b) Individuals (high net worth individuals) | 104 | 392.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.3 |
| (h) Charitable organizations | 18 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 2 | 9.9 |
| Total | 648 | 430.0 |
| By Discretionary | ||
| Discretionary | 644 | 413.8 |
| Non-Discretionary | 4 | 16.2 |
| Total | 648 | 430.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 430.0 | |
| Total | 648 | 430.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001819919] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Correct Capital Wealth Management LLC
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|
MO | 0.9 |
|
Jackson Square Capital LLC
✚
|
CA | 0.5 |
|
Paces Ferry Wealth Advisors LLC
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|
GA | 0.4 |
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von Berge Wealth Management Group LLC
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The Menard Financial Group LLC
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Beta Wealth Group Inc
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