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| Paces Ferry Wealth Advisors LLC
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|---|---|
| CRD # | 300057 |
| SEC # | 801-114559 |
| CIK # | 0001819919 |
| AUM | 491.2 M (2026-03-31) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 404-480-5200 |
| Address | 2849 Paces Ferry Road Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.8 | ||
| Nvidia Corp | 13.3 | ||
| Aflac Inc | 12.6 | ||
| Amazon Com Inc | 5.0 | ||
| Alphabet Inc | 3.7 | ||
| Alphabet Inc | 3.5 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Microsoft Corp | 3.0 | ||
| Facebook Inc | 2.6 | ||
| Johnson & Johnson | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 19.0 |
| (b) Individuals (high net worth individuals) | 107 | 416.5 |
| (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 | 6.4 |
| (h) Charitable organizations | 19 | 8.0 |
| (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 | 41.4 |
| (n) Other | 0 | 0.0 |
| Total | 698 | 491.2 |
| By Discretionary | ||
| Discretionary | 622 | 434.5 |
| Non-Discretionary | 76 | 56.7 |
| Total | 698 | 491.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 491.2 | |
| Total | 698 | 491.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001819919] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 889.3 M |
|
Jackson Square Capital LLC
✚
|
CA | 564.3 M |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 491.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fusion Capital LLC
✚
|
SC | 492.3 M |
|
Monetary Management Group Inc
✚
|
MO | 492.3 M |
|
HANC Wealth Management LLC
✚
|
MI | 492.1 M |
|
Tyler Street Capital
✚
|
MA | 491.5 M |
|
IF Advisors LLC
✚
|
491.4 M | |
|
Maryland Capital Advisors Inc
✚
|
MD | 490.8 M |
|
Redstone Advisors Inc
✚
|
KS | 490.6 M |
|
Cypress Financial Planning LLC
✚
|
NJ | 490.4 M |
|
Tim Looney Investments LLC
✚
|
FL | 490.3 M |
|
Daher Capital Group LLC
✚
|
FL | 490.0 M |