GEORGIA WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2023

Total AUM

$157M

Discretionary

$145M

92% of AUM

Avg account

$207K

Accounts

759

Employees

Advisory reps

Firm details

Headquarters: GRIFFIN, Georgia
CRD number: 314602
Registered since: June 6, 2023
Website: www.georgiawealthpartners.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.69%
Individuals32.25%
Charitable Organizations8.02%
State / Municipal Government5.39%
Corporations / Businesses2.64%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Georgia Wealth Partners, LLC is an independent registered investment adviser that focuses on fee-based planning and portfolio management for individuals, families and small businesses, while also serving some institutional clients. Registered with the SEC in 2023 and organized as a limited liability company under individual ownership, the firm operates as a capital allocator: it builds portfolios directly and selects third‑party managers and funds when appropriate. Its advisory mix includes financial planning, discretionary portfolio management and selection of other advisers, and it offers a mix of fee structures—percentage of assets under management, hourly charges and fixed fees. Investment preferences lean toward equity-centered portfolios, with a material allocation to non‑exchange traded equity positions. The firm is not an active ESG investor and does not position itself as a multi‑state or pension consultant adviser. Georgia Wealth Partners also maintains an industry affiliation with an insurance company, which supports its use of insurance‑linked investments and annuity products in client solutions.