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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| West Paces Advisors Inc
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| CRD # | 175512 |
| SEC # | 801-96230 |
| CIK # | 0002004720 |
| AUM | $927.9 M (2025-02-17) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 404-478-3030 |
| Address | 3284 Northside Parkway, NW Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Coca Cola Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Southern Co | 0.0 | ||
| Norfolk Southern Corp | 0.0 | ||
| CSX Corp | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 34.6 |
| (b) Individuals (high net worth individuals) | 172 | 885.4 |
| (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 | 2.2 |
| (h) Charitable organizations | 0 | 5.6 |
| (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 | 815 | 927.9 |
| By Discretionary | ||
| Discretionary | 811 | 922.2 |
| Non-Discretionary | 4 | 5.7 |
| Total | 815 | 927.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 922.7 | |
| Total | 815 | 927.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002004720] |
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