GER LOFTIN WEALTH ADVISORS, LLC
Doing business as LOFTIN WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$344,490,661
Discretionary
$344,490,661
Non-discretionary
$0
Firm details
- CRD number
- 305359
- SEC file number
- 801-117350
- Main office
- JOHNS CREEK, GA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.