WEST PACES ADVISORS, INC.
CRD #175512 SEC #801-96230 ATLANTA, GA (404) 478-3030
SEC Registered
Total AUM
$927.9M
Discretionary
$922.2M
Employees
9
Clients
--
Accounts
815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $927.9M | $922.2M | $5.7M | 9 | 0 |
| Sep 2024 | $797.8M | $791.5M | $6.3M | 8 | 0 |
| Jun 2024 | $797.8M | $791.5M | $6.3M | 8 | 0 |
| Feb 2024 | $797.8M | $791.5M | $6.3M | 8 | 0 |
| Oct 2023 | $676.5M | $676.1M | $382.6K | 8 | 0 |
| May 2023 | $676.5M | $676.1M | $382.6K | 8 | 0 |
| May 2023 | $676.5M | $676.1M | $382.6K | 8 | 0 |
| Mar 2023 | $676.5M | $676.1M | $382.6K | 8 | 0 |
| Oct 2022 | $747.4M | $746.4M | $961.5K | 7 | 0 |
| Mar 2022 | $747.4M | $746.4M | $961.5K | 7 | 0 |
| Mar 2021 | $597.4M | $597M | $430.1K | 7 | 0 |
| Feb 2021 | $597.4M | $597M | $430.1K | 7 | 0 |
| Jul 2020 | $527.2M | $526.8M | $352.4K | 7 | 0 |
| Jun 2020 | $527.2M | $526.8M | $352.4K | 7 | 0 |
| Feb 2020 | $527.2M | $526.8M | $352.4K | 7 | 0 |
| Mar 2019 | $409.1M | $408.8M | $280.1K | 7 | 0 |
| Feb 2019 | $409.1M | $408.8M | $280.1K | 7 | 0 |
| Apr 2018 | $431.1M | $430.8M | $296.2K | 6 | 0 |
| Apr 2018 | $431.1M | $430.8M | $296.2K | 6 | 0 |
| Jan 2018 | $431.1M | $430.8M | $296.2K | 6 | 0 |
| Mar 2017 | $370.8M | $370.8M | $0 | 6 | 100 |
| Feb 2017 | $370.8M | $370.8M | $0 | 6 | 100 |
| Jun 2016 | $270.1M | $270.1M | $0 | 5 | 26 |
| Mar 2016 | $270.1M | $270.1M | $0 | 5 | 26 |
| Jan 2016 | $102.3M | $102.3M | $0 | 6 | 0 |
| Aug 2015 | $102.3M | $102.3M | $0 | 6 | 0 |
| Jun 2015 | $0 | $0 | $0 | 6 | 0 |
| May 2015 | $0 | $0 | $0 | 6 | 0 |
| May 2015 | $0 | $0 | $0 | 6 | 0 |
| Apr 2015 | $0 | $0 | $0 | 6 | 0 |
| Apr 2015 | $0 | $0 | $0 | 6 | 0 |
DateFeb 2025
Total AUM$927.9M
Discretionary$922.2M
Non-Disc.$5.7M
Employees9
Clients0
DateSep 2024
Total AUM$797.8M
Discretionary$791.5M
Non-Disc.$6.3M
Employees8
Clients0
DateJun 2024
Total AUM$797.8M
Discretionary$791.5M
Non-Disc.$6.3M
Employees8
Clients0
DateFeb 2024
Total AUM$797.8M
Discretionary$791.5M
Non-Disc.$6.3M
Employees8
Clients0
DateOct 2023
Total AUM$676.5M
Discretionary$676.1M
Non-Disc.$382.6K
Employees8
Clients0
DateMay 2023
Total AUM$676.5M
Discretionary$676.1M
Non-Disc.$382.6K
Employees8
Clients0
DateMay 2023
Total AUM$676.5M
Discretionary$676.1M
Non-Disc.$382.6K
Employees8
Clients0
DateMar 2023
Total AUM$676.5M
Discretionary$676.1M
Non-Disc.$382.6K
Employees8
Clients0
DateOct 2022
Total AUM$747.4M
Discretionary$746.4M
Non-Disc.$961.5K
Employees7
Clients0
DateMar 2022
Total AUM$747.4M
Discretionary$746.4M
Non-Disc.$961.5K
Employees7
Clients0
DateMar 2021
Total AUM$597.4M
Discretionary$597M
Non-Disc.$430.1K
Employees7
Clients0
DateFeb 2021
Total AUM$597.4M
Discretionary$597M
Non-Disc.$430.1K
Employees7
Clients0
DateJul 2020
Total AUM$527.2M
Discretionary$526.8M
Non-Disc.$352.4K
Employees7
Clients0
DateJun 2020
Total AUM$527.2M
Discretionary$526.8M
Non-Disc.$352.4K
Employees7
Clients0
DateFeb 2020
Total AUM$527.2M
Discretionary$526.8M
Non-Disc.$352.4K
Employees7
Clients0
DateMar 2019
Total AUM$409.1M
Discretionary$408.8M
Non-Disc.$280.1K
Employees7
Clients0
DateFeb 2019
Total AUM$409.1M
Discretionary$408.8M
Non-Disc.$280.1K
Employees7
Clients0
DateApr 2018
Total AUM$431.1M
Discretionary$430.8M
Non-Disc.$296.2K
Employees6
Clients0
DateApr 2018
Total AUM$431.1M
Discretionary$430.8M
Non-Disc.$296.2K
Employees6
Clients0
DateJan 2018
Total AUM$431.1M
Discretionary$430.8M
Non-Disc.$296.2K
Employees6
Clients0
DateMar 2017
Total AUM$370.8M
Discretionary$370.8M
Non-Disc.$0
Employees6
Clients100
DateFeb 2017
Total AUM$370.8M
Discretionary$370.8M
Non-Disc.$0
Employees6
Clients100
DateJun 2016
Total AUM$270.1M
Discretionary$270.1M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$270.1M
Discretionary$270.1M
Non-Disc.$0
Employees5
Clients26
DateJan 2016
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2015
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0