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Ger Loftin Wealth Advisors, LLC

● SEC registered since 2019CRD 305359SEC# 801-117350Johns Creek, GA
Export (members)
Reg. AUM
$292.4M
Employees
6
Accounts
1,033
Location
Johns Creek, GA

Ger Loftin Wealth Advisors, LLC assets under management

Ger Loftin Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Johns Creek, GA. The firm has been registered since 2019. It reports $292.4 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/gerloftin-wealth-advisors-llcView on SEC.gov ↗

Ger Loftin Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
James D Loftin ControlPartner / CcoOver 75%2010

Frequently asked questions

How much does Ger Loftin Wealth Advisors, LLC manage?

Ger Loftin Wealth Advisors, LLC reports $292.4 million in regulatory assets under management on its Form ADV.

How many employees does Ger Loftin Wealth Advisors, LLC have?

Ger Loftin Wealth Advisors, LLC reports 6 employees.

Where is Ger Loftin Wealth Advisors, LLC located?

Ger Loftin Wealth Advisors, LLC is based in Johns Creek, GA and has been SEC-registered since 2019.

Does Ger Loftin Wealth Advisors, LLC disclose fund performance?

Ger Loftin Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097
Phone(888) 556-3846
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$292.4M
Non-discretionary$0
Total (RAUM)$292.4M