West Paces Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated January 30, 2026, reports $1.0B in regulatory assets under management, 7 employees, and 831 accounts.
Assets Under Management
$1.0B
Employees
7
Offices
--
Total Clients
255
Primary office
ATLANTA, GA
3284 NORTHSIDE PARKWAY, N.W., SUITE 485, ATLANTA, GA, United States
Top client segmentHNWI represent 69.4% of total clients.
Top client categories% of clientsClients
1
HNWI
69.4%
177
2
Individuals
29.0%
74
3
Charitable
1.2%
3
4
Pension Plans
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of January 30, 2026
Discretionary99.0%
$997M
99% of total RAUM99.0%
Non-discretionary1.0%
$10M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts831
10Y AUM Change+$636M (+171.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee36:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.