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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-26-2018
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between November 3, 2025 and July 27, 2026, reported AUM increased 23.6%, from $543.6M to $671.9M.
Across 5 reported observations, AUM increased 132.1% between March 21, 2022 and July 27, 2026, from $289.4M to $671.9M.
Of the latest reported AUM, 72.6% is discretionary and 27.4% is non-discretionary.
The firm reports 5 advisory representatives and 733 clients, or 146.6 clients per representative. That equates to $916.6K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Firethorn Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAYMOND SCOTT BENJAMIN
PARTNER
- CRD
- #2855278
- Ownership
- 50% but less than 75%
GERALD THOMAS ROGERS
Founder, Managing Member, PARTNER
- CRD
- #2639833
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
William Reza Abolghassem
Wealth Advisor | Director of Alternative Operations
- CRD
- #6659776
Katherine Lee Brabenec
Wealth Advisor | Director of Marketing
- CRD
- #7972519
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Firethorn Wealth Partners, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Firethorn Wealth Partners, LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.