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Paces Ferry Wealth Advisors, LLC

● SEC registered since 2019CRD 300057SEC# 801-114559Atlanta, GA
Export (members)
Reg. AUM
$430M
Employees
7
Accounts
648
Location
Atlanta, GA

Paces Ferry Wealth Advisors, LLC assets under management

Paces Ferry Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2019. It reports $430 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/pacesferrywealthView on SEC.gov ↗

Paces Ferry Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bodhi Tree Investments ControlOwnerOver 75%2023
Zachary Aaron Morris ControlFounder/Managing Partner/Chief Compliance OfficerUnder 5%2023
Zachary Aaron Morris ControlManaging MemberOver 75%2023

Frequently asked questions

How much does Paces Ferry Wealth Advisors, LLC manage?

Paces Ferry Wealth Advisors, LLC reports $430 million in regulatory assets under management on its Form ADV.

How many employees does Paces Ferry Wealth Advisors, LLC have?

Paces Ferry Wealth Advisors, LLC reports 7 employees.

Where is Paces Ferry Wealth Advisors, LLC located?

Paces Ferry Wealth Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2019.

Does Paces Ferry Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address2849 Paces Ferry Road, Suite 660, Atlanta, GA 30339
Phone404-480-5200
Office hours8a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1819919
Discloses disciplinary historyNo

Assets under management

Discretionary$413.8M
Non-discretionary$16.2M
Total (RAUM)$430M