RIA Intel›Advisers›Georgia›WEST PACES ADVISORS, INC.

WEST PACES ADVISORS, INC.

Advisory

N·ATLANTA, GA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+17.9%

3-Year CAGR

+8.8%

Employees

5

Assets Under Management

Total AUM$1.0B

Discretionary AUM$997M

Non-Discretionary AUM$10M

Discretionary %99%

Total Clients255

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record30

First FilingApr 25, 2015

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 30 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEST PACES ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.