Investment adviser · CRD 175512
WEST PACES ADVISORS, INC.
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Jan 30, 2026
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 831 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 177 | $969,762,702 | 96.4% |
| Individuals | 74 | $28,077,170 | 2.8% |
| Charities | Fewer than 5 | $5,966,660 | 0.6% |
| Retirement plans | Fewer than 5 | $2,543,636 | 0.3% |
Filing source
Form ADV 2044191 · Jan 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 30, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
3284 NORTHSIDE PARKWAY, N.W., SUITE 485ATLANTA, GA, 30327, United States
CRD 175512
Filing source
Form ADV 2044191 · Jan 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.