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Firethorn Wealth Partners, LLC

Firethorn Wealth Partners, LLC. CRD 297634

Firethorn Wealth Partners, LLC logo

CRD: 297634

Firethorn Wealth Partners, LLC

$671.9M Total AUM
$487.5M Disc. AUM
20.9% 3Y CAGR
9 Employees
733 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
07-26-2018
Office Locations
2

Office Locations

2550 Central Avenue Augusta GA
3280 Peachtree Road, Suite 2700 Atlanta GA

About Firethorn Wealth Partners, LLC

Firethorn Wealth Partners is a Georgia-based wealth manager providing personalized, fee-transparent planning and portfolio management for families navigating accumulation, distribution, and legacy transfer. Through its Pyracantha Process, the firm coordinates tax, legal, and risk planning with clients’ attorneys and CPAs, and can incorporate alternative investments alongside traditional allocations. Operates on platforms including Orion, with custody relationships such as Schwab and Fidelity.

Team overview

31 AVG AGE
$134.4M AVG AUM / ADVISOR
$916.6K AVG AUM / CLIENT
5.5 yrs AVG TENURE
9 Employees
5 Advisory Reps
6 RIA Reps
8yrs Firm Age

Insights

Available
Available
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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

R

RAYMOND SCOTT BENJAMIN

PARTNER

CRD
#2855278
Ownership
50% but less than 75%
Available
Available
Available
GERALD THOMAS ROGERS

GERALD THOMAS ROGERS

Founder, Managing Member, PARTNER

CRD
#2639833
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

William Reza Abolghassem

William Reza Abolghassem

Wealth Advisor | Director of Alternative Operations

CRD
#6659776
Available
Available
Available
K

Katherine Lee Brabenec

Wealth Advisor | Director of Marketing

CRD
#7972519
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-21-2022
03-16-2023
03-13-2024
11-03-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $487,470,860 $221,376
Non-Discretionary $184,422,190 $1,524,150
Total $671,893,050 $289,235

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Private Funds:
Available
Cash:
Available
Other:
Available
Corporate - Investment Grade:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Private Funds Available Available
Cash Available Available
Other Available Available
Corporate - Investment Grade Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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Available Available Available Available Available Available

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