Georgia Wealth Partners, LLC
SEC RegisteredPlan Purposefully. Live Richly.
About the firm
Georgia Wealth Partners is a privately-owned and fully-independent Registered Investment Advisory firm (RIA) that serves as a single resource for comprehensive, fully integrated wealth management. The firm offers fee-only, fiduciary advice with no products for sale, no commissions, and no referral fees. It serves high-net-worth families, owners of closely-held businesses, community banks, and retirement plan committees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive and fully integrated wealth management, fee-only fiduciary financial advice, investment and trust programs for community banks and credit unions, and retirement plan consulting for plan committees.
Who they serve
High-net-worth families, owners of closely-held businesses, community banks and credit unions, and retirement plan committees including companies, local governments, school systems, and non-profit organizations of all sizes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 441 | $51M |
| High Net Worth Individuals | 73 | $81M |
| State/Municipal Entities | 5 | — |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Georgia Wealth Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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