Paces Ferry Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $491M in regulatory assets under management, 6 employees, and 698 accounts.
Assets Under Management
$491M
Employees
6
Offices
--
Total Clients
219
Primary office
ATLANTA, GA
2849 PACES FERRY ROAD, SUITE 660, ATLANTA, GA, United States
Top client segmentHNWI represent 48.9% of total clients.
Top client categories% of clientsClients
1
HNWI
48.9%
107
2
Individuals
41.6%
91
3
Charitable
8.7%
19
4
Pension Plans
0.5%
1
5
Corporations
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$491Mas of March 31, 2026
Discretionary88.5%
$435M
88% of total RAUM88.5%
Non-discretionary11.5%
$57M
12% of total RAUM11.5%
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$491M
Total Accounts698
10Y AUM Change+$491M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee37:1
10Y Employee Change+3 (+100.0%)
* 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.