PACES FERRY WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$491M
Discretionary
$435M
88% of AUM
Avg account
$704K
Accounts
698
Employees
6
Advisory reps
5

Firm details

Headquarters
Atlanta, Georgia
CRD number
300057
Registered since
January 28, 2019
Website
pacesferrywealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI84.79%
  • Corporations / Businesses8.42%
  • Individuals3.86%
  • Charitable Organizations1.63%
  • Pension & Profit Sharing Plans1.3%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Paces Ferry Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves individual and family clients as well as institutional clients, operating as a capital allocator and offering both percentage-of-AUM and fixed-fee billing arrangements. Core advisory capabilities listed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 31%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, Private Funds 4%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Derivatives 1%, Other 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • Private Funds4%

Contacts

3 of 5

  • BETH CONKLIN

    Associate Wealth AdvisorCRD 5800097

  • JACKSON METZGER

    Senior Portfolio AnalystCRD 7381680

  • ZACHARY MORRIS

    Managing Partner, FounderCRD 5939621

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$147M in ETFs

Passive

74%

$108M

Active

25%

$38.9M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$19.9M684,52613.60%
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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
2849 Paces Ferry Rd SE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth