Georgia Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Griffin, GA. Its latest Form ADV filing, dated March 17, 2026, reports $157M in regulatory assets under management, 4 employees, and 759 accounts.
Assets Under Management
$157M
Employees
4
Offices
--
Total Clients
530
Primary office
GRIFFIN, GA
318 S. HILL STREET, SUITE 200, GRIFFIN, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
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 83.2% of total clients.
Top client categories% of clientsClients
1
Individuals
83.2%
441
2
HNWI
13.8%
73
3
Corporations
1.9%
10
4
Charitable
0.9%
5
5
Government
0.2%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$157Mas of March 17, 2026
Discretionary92.4%
$145M
92% of total RAUM92.4%
Non-discretionary7.6%
$12M
8% of total RAUM7.6%
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$157M
Total Accounts759
10Y AUM Change+$46M (+41.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee133:1
10Y Employee Change-1 (-20.0%)
* 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.