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LOFTIN WEALTH PARTNERS

JOHNS CREEK, GA · CRD 305359 · IAPD ↗ · (888) 556-3846

$344.5MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — LOFTIN WEALTH PARTNERS notice-filed in IL, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — LOFTIN WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
April 2025 — GER LOFTIN WEALTH ADVISORS, LLC is now doing business as LOFTIN WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2025 — LOFTIN WEALTH PARTNERS reported RAUM up 25% ($233.6M -> $292.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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