Ger Loftin Wealth Advisors, LLC
● SEC registered since 2019CRD 305359SEC# 801-117350Johns Creek, GA
Reg. AUM
$344.5M
Employees
6
Accounts
1,466
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 $344.5 million in regulatory assets under management and employs 6 people.
Ger Loftin Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cindy Marie Scheffler Control | Coo | Under 5% | 2026 |
| James D Loftin Control | Managing Member / Cco | Over 75% | 2010 |
Frequently asked questions
How much does Ger Loftin Wealth Advisors, LLC manage?
Ger Loftin Wealth Advisors, LLC reports $344.5 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
| Address | 6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097 |
| Phone | (888) 556-3846 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$344.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$344.5Mregulatory AUM
Discretionary $344.5M