Georgia Wealth Partners, Llc
- Regulatory AUM
- $157M
- Discretionary
- $145M
- Clients
- 530
- Avg AUM / client
- $297K
- Accounts
- 759
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 441 | $50.8M | 32.3% |
| High net worth individuals | 73 | $81.4M | 51.7% |
| Charitable organizations | 5 | $12.6M | 8.02% |
| State or municipal government entities | 1 | $8.5M | 5.39% |
| Corporations and other businesses | 10 | $4.2M | 2.64% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Corey Russell Letson | Member & Chief Compliance Officer | Mar 2014 (12y) | 50% – 75% | |
| Donald Lee Crider | Managing Member | Mar 2014 (12y) | 50% – 75% | |
| Gregory Keith Foster | Registered representative | Jul 2021 (5y) | ||
| Christopher Rodney Piland | Registered representative | Oct 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $133M (84% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗