Georgia Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,175,255
Clients
514
Advisors
4
of 4 employees
About
Georgia Wealth Partners provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, and state and municipal government entities. Its services include discretionary portfolio management with written Investment Policy Statements, the use of third‑party money managers and model portfolios (notably on the SEI Private Trust platform), and fee‑based financial planning engagements.
The firm builds portfolios around documented client goals, risk tolerance and time horizon and generally pursues long‑term strategies while employing multiple analysis methods (fundamental, quantitative, technical, modern portfolio theory, cyclical and charting). GWP typically manages accounts on a discretionary basis, conducts at least annual reviews, provides semi‑annual check‑ins for planning clients, and may reallocate model portfolios in response to changes in client circumstances or market conditions.
What is distinctive about the firm is that it explicitly lists state and municipal government entities among its client types and maintains an affiliated insurance business whose licensed agents may offer commissionable insurance and annuity products—an arrangement the brochure discloses as a potential conflict of interest. The firm manages approximately $157 million in client assets across about 514 clients from a single office and requires clients to use its recommended custodian/platform (SEI Private Trust) for custody and trade execution.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range between $1,500 and $10,000, flat fee basis.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.65%
Main office
318 S Hill Street Suite 200
Griffin GA 30224
Advisors at this office
4
Most active in
Georgia · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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