RIA Intelligence

PACES FERRY WEALTH ADVISORS, LLC

CRD #300057 SEC #801-114559 ATLANTA, GA 404-480-5200
SEC Registered
Total AUM
$430M
Discretionary
$413.8M
Employees
7
Clients
51
Accounts
648

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 6, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CASTLEMAN, MEGAN, LOUISEICHIEF COMPLIANCE OFFICERNA Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
BODHI TREE INVESTMENTSDEOWNERE Control
BODHI TREE INVESTMENTSDEOWNERE Control
BODHI TREE INVESTMENTSDEOWNERE Control
BODHI TREE INVESTMENTSDEOWNERE Control
BODHI TREE INVESTMENTSDEOWNERE Control
BODHI TREE INVESTMENTSDEOWNERE Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
MORRIS, ZACHARY, AARONIFOUNDER/MANAGING PARTNERD Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERC Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERC Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERC Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERC Control
DIAMOND, JEFFREY, STEPHENIFOUNDER/MANAGING PARTNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MORRIS, ZACHARY, AARONIBODHI TREE INVESTMENTSE Control
MORRIS, ZACHARY, AARONIBODHI TREE INVESTMENTSE Control
MORRIS, ZACHARY, AARONIBODHI TREE INVESTMENTSE Control
MORRIS, ZACHARY, AARONIBODHI TREE INVESTMENTSE Control
MORRIS, ZACHARY, AARONIBODHI TREE INVESTMENTSE Control

Registrations

Federal

IA
Mar 6, 2025 REGISTERED

Notice Filings (6)

CO FL GA MI NE TX

Address

2849 PACES FERRY ROAD
SUITE 660
ATLANTA, GA 30339
United States
Phone: 404-480-5200