GEORGIA WEALTH PARTNERS, LLC
Adviser information for GEORGIA WEALTH PARTNERS, LLC last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 606 | $106.8M |
| Non-Discretionary | 52 | $17.3M |
| Total | 658 | $124.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 424 | $49.9M |
| HNW Individuals | 71 | $74.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)ESTATE PLANNING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-128055 |
|---|---|
| SEC ERA File Number | 801-128055 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314602 |
| Legal Entity Identifier | None |
Principal Office
318 S. HILL STREETSUITE 200
GRIFFIN
GA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 678-510-5280, Fax: 678-228-1413
Websites
Chief Compliance Officer
COREY R. LETSON
MEMBER & CHIEF COMPLIANCE OFFICER
318 S. HILL STREET
SUITE 200
GRIFFIN
GA
United States
Tel:
678-510-5280
Fax:
678-228-1413
C******@************************M
(Full email address available in API data)
Regulatory Contact
DARA BIEDERMAN
COMPLIANCE CONSULTANT
310 MAXWELL ROAD
ALPHARETTA
GA
United States
Tel:
(404) 301-4490
C*********@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CRIDER, DONALD, LEE | Individual | – | MANAGING MEMBER | 03/2014 | 50-75% |
| LETSON, COREY, RUSSELL | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 03/2014 | 50-75% |