CRD: 314602
Georgia Wealth Partners, LLC
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-15-2021
- Office Locations
- 2
Office Locations
About Georgia Wealth Partners, LLC
Georgia Wealth Partners is an independent, fee-only RIA providing comprehensive, integrated wealth management and financial planning. The team serves high-net-worth families, closely held business owners, community banks/credit unions, and retirement plan committees, with fiduciary advice and no commissions or products for sale. Portfolios emphasize asset allocation and construction using ETFs, mutual funds, and fixed income; custody includes SEI.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DONALD LEE CRIDER JR
Managing Member, Partner
- CRD
- #5159963
- Ownership
- 50% but less than 75%
COREY RUSSELL LETSON
Chief Compliance Officer
- CRD
- #5088143
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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GREGORY KEITH FOSTER
Owner
- CRD
- #6190132
CHRISTOPHER RODNEY PILAND
Investment Advisor
- CRD
- #4168815
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,488,762 | $193,469 |
| Non-Discretionary | $11,962,716 | $1,708,959 |
| Total | $157,451,478 | $207,446 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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