Paces Ferry Wealth Advisors, LLC
Paces Ferry Wealth Advisors, LLC is an SEC-registered wealth manager in Atlanta, GA with $491.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Paces Ferry Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300057, SEC 801-114559, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $491.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 6
- Clients
- 219
- CRD
- 300057
- Ownership
- MORRIS, ZACHARY, AARON; SIZEMORE, STACY, LEIGH; DIAMOND, JEFFREY, STEPHEN; BODHI TREE INVESTMENTS; CASTLEMAN, MEGAN, LOUISE
How much AUM does Paces Ferry Wealth Advisors, LLC have?
Paces Ferry Wealth Advisors, LLC reported $491.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Paces Ferry Wealth Advisors, LLC?
Disclosed owners and executives of Paces Ferry Wealth Advisors, LLC include MORRIS, ZACHARY, AARON, SIZEMORE, STACY, LEIGH, DIAMOND, JEFFREY, STEPHEN, BODHI TREE INVESTMENTS, CASTLEMAN, MEGAN, LOUISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.