West Paces Advisors Inc

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Assets, Funds, Holdings

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West Paces Advisors Inc
CRD #175512
SEC #801-96230
CIK #0002004720
AUM $797.8 MM (2024-06-12)
Employees 8 (62% Investors, 0% Brokers)
Phone404-478-3030
Address3284 Northside Parkway, NW
Atlanta, GA 30327
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
80064048032016002009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
KO 270.0 0.0
AAPL 2,382.8 0.0
HD 277.6 0.0
MSFT 1,918.2 0.0
AON 56.4 0.0
AVGO 201.3 0.0
LLY 301.8 0.0
MRK 232.4 0.0
REG 10.5 0.0
JPM 340.2 0.0
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02015201820212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 75 34.5
(b) Individuals (high net worth individuals) 162 755.9
(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 2.2
(h) Charitable organizations 0 5.2
(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 0 0.0
(n) Other 0 0.0
Total 725 797.8
By Discretionary
Discretionary 722 791.5
Non-Discretionary 3 6.3
Total 725 797.8
By Non-United States Persons
Non-United States Persons 3.3
United States Persons 794.6
Total 725 797.8
EDGAR Form CIK 2011 - 2024
13F-HR [0002004720]
Comparable Firms State AUM ($BB)
CLG LLC
CA 0.8
Hahn Capital Management LLC
CA 0.8
Strid Group LLC
PA 0.8
Trebuchet Consulting LLC
PA 0.8
The Clarus Group Inc
TX 0.8
Sprinkle Financial Consultants LLC
CO 0.8
Violich Capital Management
CA 0.8
Burt Associates Incorporated
MD 0.8
Phocas Financial Corporation
CA 0.8
Strata Wealth Advisors LLC
TX 0.8
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