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GEORGIA WEALTH PARTNERS, LLC
CRD 314602File 801-128055
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$157.5M
Bottom 25% of cohort (national)
Discretionary AUM
$145.5M
Non-discretionary $12.0M
Clients
530
759 accounts
Employees
4
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 6, 2023
- Principal office
- 318 S. HILL STREET, SUITE 200, GRIFFIN, GA, 30224
- Phone
- 678-510-5280
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $157.5M
- Discretionary AUM
- $145.5M
- Non-discretionary AUM
- $12.0M
- Discretionary accounts
- 752
- Non-discretionary accounts
- 7
- Total accounts
- 759
- AUM per client
- $297K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $4.2M |
| Charitable organizations | 5 | $12.6M |
| High net worth individuals | 73 | $81.4M |
| State or municipal government entities | Fewer than 5 | $8.5M |
| Individuals (other than high net worth individuals) | 441 | $50.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

