|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Paces Ferry Wealth Advisors LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001819919 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aflac Inc | 13.3 | ||
| Nvidia Corp | 12.1 | ||
| Apple Inc | 11.1 | ||
| Amazon Com Inc | 5.3 | ||
| Microsoft Corp | 4.1 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Facebook Inc | 3.1 | ||
| Roper Industries Inc | 2.5 | ||
| VISA Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Alphabet Inc | 2.0 | ||
| Intuitive Surgical Inc | 1.9 | ||
| Home Depot Inc | 1.8 | ||
| Netflix Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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 ($B) |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.9 |
|
Jackson Square Capital LLC
✚
|
CA | 0.5 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trueblood Wealth Management LLC
✚
|
OH | 0.4 |
|
Vantage Point Financial LLC
✚
|
IL | 0.4 |
|
True North Retirement Advisors LLC
✚
|
OR | 0.4 |
|
von Berge Wealth Management Group LLC
✚
|
CA | 0.4 |
|
Acorn Wealth Advisors LLC
✚
|
MI | 0.4 |
|
van Strum & Towne Inc
✚
|
CA | 0.4 |
|
Delta Financial Advisors LLC
✚
|
LA | 0.4 |
|
The Menard Financial Group LLC
✚
|
TX | 0.4 |
|
Sterling Wealth Management Inc
✚
|
IL | 0.4 |
|
Beta Wealth Group Inc
✚
|
CA | 0.4 |