Key facts
- LOFTIN WEALTH PARTNERS is a other based in JOHNS CREEK, GA.
Registered with the SEC
Form ADV · 2026-04 · CRD 305359- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 6
- Registered office
- JOHNS CREEK, GA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as GER LOFTIN WEALTH ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for LOFTIN WEALTH PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
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