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WEST PACES ADVISORS, INC.

ATLANTA, GA · CRD 175512 · IAPD ↗ · (404) 478-3030

$1.01BRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
February 2026 — WEST PACES ADVISORS, INC. notice-filed in NY, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
February 2026 — WEST PACES ADVISORS, INC. crossed $1B in regulatory AUM ($927.9M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
July 2024 — WEST PACES ADVISORS, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.