Loftin Wealth Partners

CRD 305359 · Johns Creek, GA · $344.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305359
SEC number: 801-117350
Firm type: RIA
Assets under management: $344.5M as of Jun 29, 2026
Website: www.linkedin.com/company/gerloftin-wealth-advisors-llc ↗
Phone: (888) 556-3846
Address: 6470 E Johns Crossing, Johns Creek, GA, 30097

Advisors at this firm

6 in our index · page 1 of 1

David Austin HarveyCRD 7249524 · Johns Creek, GA

IA Registered
James D LoftinCRD 4059549 · Johns Creek, GA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Derek Lance RackleyCRD 5783234 · Johns Creek, GA

IA Registered
George Edwin RallCRD 1170826 · Johns Creek, GA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Joshua Charles StudebakerCRD 7554770 · Johns Creek, GA

IA RegisteredRegistration inactive
Connor Patrick WilkinsCRD 7986886 · Johns Creek, GA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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