RIA Intel›Advisers›Georgia›FINANCIAL DECISION PARTNERS, LLC

FINANCIAL DECISION PARTNERS, LLC

Advisory

GA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$246K
across 63 accounts
AUM per adviser
$16M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$16M
Discretionary %
89.3%
Clients
37
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$14M
Non-Discretionary AUM$2M
Discretionary %89.3%
Total Clients37
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

CONSCIENTIOUS WEALTH PLANNING AND INVESTMENT MANAGEMENT, LLC
ALPHARETTA, GA
$15M
GORDON BOB & CO INC
ATLANTA, GA
$16M
-38.0% 1Y
CHOICE WEALTH MANAGEMENT, LLC
JOHNS CREEK, GA
$15M
SUMMIT PRIVATE WEALTH, LLC
$16M
NORTHSTAR INVESTMENT PARTNERS, LLC
ALPHARETTA, GA
$16M
WMA INVESTMENT ADVISORS INC
DULUTH, GA
$15M
-75.9% 1Y

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