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Building 2GEORGIA WEALTH PARTNERS, LLC

Map pinGRIFFIN, GA
Phone678-510-5280
NotebookSEC #801-128055
Total AUM
$157.5M
Employees
4
Clients
530

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
318 S. HILL STREET
SUITE 200
GRIFFIN
GA 30224
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
678-510-5280

ReceiptFinancials

Total AUM
$157.5M
Accounts
759
Discretionary
$145.5M
Accounts
752
Non-Discretionary
$12M
Accounts
7

ContactClients

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Individual Clients
441
AUM
$50.8M
HNW Individual Clients
73
AUM
$81.4M
Charitable Organization Clients
5
AUM
$12.6M
Government Entity Clients
1
AUM
$8.5M
Corporation or Business Clients
10
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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