Loftin Wealth Partners
Loftin Wealth Partners is an SEC-registered mass-market adviser in Johns Creek, GA with $344.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Loftin Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305359, SEC 801-117350, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $344.5M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- Johns Creek, GA
- Employees
- 6
- Clients
- 387
- CRD
- 305359
- Ownership
- LOFTIN, JAMES, D; RALL, GEORGE, EDWIN; SCHEFFLER, CINDY, MARIE
How much AUM does Loftin Wealth Partners have?
Loftin Wealth Partners reported $344.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Loftin Wealth Partners?
Disclosed owners and executives of Loftin Wealth Partners include LOFTIN, JAMES, D, RALL, GEORGE, EDWIN, SCHEFFLER, CINDY, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.