Paces Ferry Wealth Advisors, LLC
● SEC registered since 2019CRD 300057SEC# 801-114559Atlanta, GA
Reg. AUM
$491.2M
Employees
6
Accounts
698
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 $491.2 million in regulatory assets under management and employs 6 people.
Paces Ferry Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bodhi Tree Investments Control | Owner | Over 75% | 2023 |
| Zachary Aaron Morris Control | Founder/Managing Partner/Chief Compliance Officer | Under 5% | 2023 |
| Zachary Aaron Morris Control | Managing Member | Over 75% | 2023 |
Frequently asked questions
How much does Paces Ferry Wealth Advisors, LLC manage?
Paces Ferry Wealth Advisors, LLC reports $491.2 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 6 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
| Address | 2849 Paces Ferry Road, Suite 660, Atlanta, GA 30339 |
| Phone | 404-480-5200 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1819919 |
| Discloses disciplinary history | No |
Regulatory AUM
$491.2M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$491.2Mregulatory AUM
Discretionary $434.5MNon-discretionary $56.7M