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PACES FERRY WEALTH ADVISORS, LLC

ATLANTA, GA · CRD 300057 · IAPD ↗ · 404-480-5200

$491.2MRegulatory AUM
6Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — PACES FERRY WEALTH ADVISORS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2025 — PACES FERRY WEALTH ADVISORS, LLC now reports custody of client assets ($109.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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