PACES FERRY WEALTH ADVISORS, LLC

PACES FERRY WEALTH ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 300057). Regulatory assets under management: $491.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Zachary Aaron MorrisFOUNDER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER
CASTLEMAN MEGAN LOUISECHIEF COMPLIANCE OFFICER
DIAMOND JEFFREY STEPHENFOUNDER/MANAGING PARTNER
MORRIS ZACHARY AARONFOUNDER/MANAGING PARTNER; FOUNDER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER
SIZEMORE STACY LEIGHCHIEF COMPLIANCE OFFICER

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