GER LOFTIN WEALTH ADVISORS, LLC
CRD #305359 SEC #801-117350 JOHNS CREEK, GA (888) 556-3846
SEC Registered
Total AUM
$292.4M
Discretionary
$292.4M
Employees
6
Clients
0
Accounts
1,033
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $292.4M | $292.4M | $0 | 6 | 0 |
| Mar 2024 | $233.6M | $233.6M | $0 | 6 | 0 |
| Aug 2023 | $203.6M | $202.7M | $906.7K | 6 | 0 |
| Apr 2023 | $203.6M | $202.7M | $906.7K | 6 | 0 |
| Mar 2023 | $203.6M | $202.7M | $906.7K | 6 | 0 |
| Mar 2022 | $203.1M | $202.2M | $914.6K | 7 | 0 |
| Sep 2021 | $183.5M | $169.4M | $14.1M | 5 | 0 |
| Aug 2021 | $183.5M | $169.4M | $14.1M | 4 | 0 |
| Mar 2021 | $183.5M | $169.4M | $14.1M | 4 | 0 |
| Jun 2020 | $110.4M | $109.3M | $1.1M | 4 | 0 |
| Mar 2020 | $110.4M | $109.3M | $1.1M | 4 | 0 |
| Nov 2019 | $0 | $0 | $0 | 2 | 0 |
| Oct 2019 | $0 | $0 | $0 | 2 | 0 |
| Sep 2019 | $0 | $0 | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$203.6M
Discretionary$202.7M
Non-Disc.$906.7K
Employees6
Clients0
DateApr 2023
Total AUM$203.6M
Discretionary$202.7M
Non-Disc.$906.7K
Employees6
Clients0
DateMar 2023
Total AUM$203.6M
Discretionary$202.7M
Non-Disc.$906.7K
Employees6
Clients0
DateMar 2022
Total AUM$203.1M
Discretionary$202.2M
Non-Disc.$914.6K
Employees7
Clients0
DateSep 2021
Total AUM$183.5M
Discretionary$169.4M
Non-Disc.$14.1M
Employees5
Clients0
DateAug 2021
Total AUM$183.5M
Discretionary$169.4M
Non-Disc.$14.1M
Employees4
Clients0
DateMar 2021
Total AUM$183.5M
Discretionary$169.4M
Non-Disc.$14.1M
Employees4
Clients0
DateJun 2020
Total AUM$110.4M
Discretionary$109.3M
Non-Disc.$1.1M
Employees4
Clients0
DateMar 2020
Total AUM$110.4M
Discretionary$109.3M
Non-Disc.$1.1M
Employees4
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0