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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOFTIN, JAMES, D | I | MANAGING PRINCIPAL / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | MANAGING PRINCIPAL / CCO | E | Control |
| LOFTIN, JAMES, D | I | MANAGING PRINCIPAL / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| LOFTIN, JAMES, D | I | PARTNER / CCO | E | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
| RALL, GEORGE, EDWIN | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (13)
AL CA FL GA IN LA MI NC OK PA SC TN TX
Address
6470 E JOHNS CROSSINGSUITE 230
JOHNS CREEK, GA 30097
United States
Phone: (888) 556-3846