Paces Ferry Wealth Advisors, LLC

Paces Ferry Wealth Advisors, LLC (CRD# 300057) is a financial advisory firm headquartered in Atlanta, GA. They manage $361,254,493 in 619 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2849 Paces Ferry Road, Suite 660, Atlanta, GA 30339
https://www.linkedin.com/company/pacesferrywealth
By the Numbers
  • Total Assets Under Management
    361
    MILLION
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $583,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, MI, NE, TX

Financial Advisors at Paces Ferry Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey Diamond, financial advisor Atlanta GA
Jeffrey S. Diamond
CRD#: 1399171
2849 Paces Ferry Road, Suite 660, Atlanta, GA 30339

Jeffrey Diamond (CRD# 1399171) is an Investment Advisor Representative working at Paces Ferry Wealth Advisors, LLC in Atlanta, GA and has over 38 years of experience in the finance industry.

2
Zachary Morris, financial advisor Atlanta GA
Zachary A. Morris
CRD#: 5939621
2849 Paces Ferry Road, Suite 660, Atlanta, GA 30339

Zachary Morris (CRD# 5939621) is an Investment Advisor Representative working at Paces Ferry Wealth Advisors, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

3
Beth Conklin, financial advisor Atlanta GA
Beth R. Conklin
CRD#: 5800097
2849 Paces Ferry Road, Suite 660, Atlanta, GA 30339

Beth Conklin (CRD# 5800097) is an Investment Advisor Representative working at Paces Ferry Wealth Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

4
Solomon Dodson, financial advisor Atlanta GA
Solomon Dodson
CRD#: 7500523
2849 Paces Ferry Road, Suite 660, Atlanta, GA 30339

Solomon Dodson (CRD# 7500523) is an Investment Advisor Representative working at Paces Ferry Wealth Advisors, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

5
Thomas Mirth, financial advisor Atlanta GA
Thomas Mirth
CRD#: 7494714
2849 Paces Ferry Road, Suite 660, Atlanta, GA 30339

Thomas Mirth (CRD# 7494714) is an Investment Advisor Representative working at Paces Ferry Wealth Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals