GEORGIA WEALTH PARTNERS, LLC

318 S. Hill Street
Suite 200
Griffin, Georgia 30224
Tel: 678-510-5280

About GEORGIA WEALTH PARTNERS, LLC

GEORGIA WEALTH PARTNERS, LLC, formally registered with the SEC as GEORGIA WEALTH PARTNERS, LLC. The firm was established in 06/06/2023. They have over 1 offices throughout the country.

GEORGIA WEALTH PARTNERS, LLC is a Griffin, Georgia based Financial Planning firm with nearly $124,071,701 assets under management, offering retirement planning & investment advisory services to 658 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314602
SEC#	801-128055
Assets Managed by Firm	$124,071,701
No. of Clients	658
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	658	$124,071,701
Individuals (other than high net worth individuals)	424	$49,891,237
High net worth individuals	71	$74,180,464

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