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SRC WEALTH ADVISORS LLC

Advisory

GA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$2M

across 22 accounts

AUM per adviser

$44M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$0

Non-Discretionary AUM$44M

Discretionary %0%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

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

BDM INVESTMENTS, INC.

$44M

LARSEN WEALTH MANAGEMENT, LLC

$43M

BAKER WEALTH GROUP LLC

$43M

MCMANUS WEALTH MANAGEMENT, LLC

$43M

BLAKE FINANCIAL COUNSEL, LLC

$45M

FAMILY HERITAGE RESOURCE, INC.

$43M

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