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Georgia Wealth Partners, LLC

● SEC registered since 2023CRD 314602SEC# 801-128055Griffin, GA
Export (members)
Reg. AUM
$157.5M
Employees
4
Accounts
759
Location
Griffin, GA

Georgia Wealth Partners, LLC assets under management

Georgia Wealth Partners, LLC operates as an SEC-registered investment adviser based in Griffin, GA. The firm has been registered since 2023. It reports $157.5 million in regulatory assets under management and employs 4 people.

Georgia Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Corey Russell Letson ControlMember & Chief Compliance Officer50-75%2014
Donald Lee Crider ControlManaging Member50-75%2014

Frequently asked questions

How much does Georgia Wealth Partners, LLC manage?

Georgia Wealth Partners, LLC reports $157.5 million in regulatory assets under management on its Form ADV.

How many employees does Georgia Wealth Partners, LLC have?

Georgia Wealth Partners, LLC reports 4 employees.

Where is Georgia Wealth Partners, LLC located?

Georgia Wealth Partners, LLC is based in Griffin, GA and has been SEC-registered since 2023.

Does Georgia Wealth Partners, LLC disclose fund performance?

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

Contact & registration

Address318 S. Hill Street, Suite 200, Griffin, GA 30224
Phone678-510-5280
Fax678-228-1413
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$157.5M▲ 15%
Mar '25 — $137.2MApr '25 — $137.2MMay '25 — $137.2MJun '25 — $137.2MJul '25 — $137.2MAug '25 — $137.2MSep '25 — $137.2MOct '25 — $137.2MNov '25 — $137.2MDec '25 — $137.2MJan '26 — $137.2MFeb '26 — $137.2MMar '26 — $157.5MApr '26 — $157.5MMay '26 — $157.5MJun '26 — $157.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$157.5Mregulatory AUM
Discretionary $145.5MNon-discretionary $12M