JOHNS CREEK, GACRD 305359Latest ADV April 30, 2026
Loftin Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Johns Creek, GA. Its latest Form ADV filing, dated April 30, 2026, reports $344M in regulatory assets under management, 6 employees, and 1,466 accounts.
Assets Under Management
$344M
Employees
6
Offices
--
Total Clients
387
Primary office
JOHNS CREEK, GA
6470 E JOHNS CROSSING, SUITE 230, JOHNS CREEK, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
282
2
HNWI
27.1%
105
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$344Mas of April 30, 2026
Discretionary100.0%
$344M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$344M
Total Accounts1,466
10Y AUM Change+$344M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee65:1
10Y Employee Change+4 (+200.0%)
* 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.