# Georgia Wealth Partners, LLC

> Georgia Wealth Partners, LLC is an SEC-registered investment advisory firm in Griffin, GA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 314602
- Filed as: GEORGIA WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Griffin, GA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314602
- AdvisorCensus page: https://advisorcensus.com/firm/georgia-wealth-partners-llc-griffin-ga-314602

## Quick answers

**How is Georgia Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Georgia Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Georgia Wealth Partners, LLC located?**
Georgia Wealth Partners, LLC's principal office is in Griffin, GA, according to its Form ADV.

**Is Georgia Wealth Partners, LLC registered with the SEC or a state?**
Georgia Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 314602.

**How much does Georgia Wealth Partners, LLC manage?**
Georgia Wealth Partners, LLC reports $157,451,478 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (92% discretionary).

**How have Georgia Wealth Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Georgia Wealth Partners, LLC: Regulatory assets under management: $111,648,812 in the October 2023 data and $157,451,478 in the October 2026 data, up 41%. Total employees: 5 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Georgia Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (441); high net worth individuals (73); corporations or other businesses not listed above (10).

**Which custodians does Georgia Wealth Partners, LLC use?**
Georgia Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Georgia Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314602

**Does Georgia Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "GWP generally does not impose a minimum relationship size."

**What changed in Georgia Wealth Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $137,219,826 to $157,451,478 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> GWP generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $157,451,478
- Discretionary: $145,488,762
- Non-discretionary: $11,962,716

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 441 | $50,784,886 |
| High net worth individuals | 73 | $81,390,369 |
| Charitable organizations | 5 | $12,632,723 |
| State or municipal government entities (including government pension plans) | 1 | $8,485,824 |
| Corporations or other businesses not listed above | 10 | $4,157,676 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- georgiawealthpartners.com
- Facebook facebook.com
- YouTube @georgiawealthpartnersllc6775

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $111,648,812 | 5 | August 3, 2023 |
| October 2024 | $124,071,701 | 4 | August 26, 2024 |
| October 2025 | $137,219,826 | 4 | March 21, 2025 |
| October 2026 | $157,451,478 | 4 | March 17, 2026 |

Regulatory assets under management: $111,648,812 in the October 2023 data and $157,451,478 in the October 2026 data, up 41%.
Total employees: 5 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $137,219,826 to $157,451,478 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Georgia Wealth Partners, LLC (CRD 314602): Form ADV filing data as of October 2026.