SourcingSourcing

GEORGIA WEALTH PARTNERS, LLC

B53
CRD 314602·SEC 801-128055·GRIFFIN, GA
AUM
$157.5M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$472K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GEORGIA WEALTH PARTNERS, LLC
CRD
314602
SEC file #
801-128055
EIN
—
DBA names
—

Economics

AUM
$157.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$137.2M → $157.5M▲ +15%
Client mix
Individuals Other441
Individuals High Net Worth73
Corporations10
Charitable Organizations5
State Or Municipal Govt1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GRIFFIN GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
georgiawealthpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CRIDER, DONALD, LEE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CRIDER, DONALD, LEE
LETSON, COREY, RUSSELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GEORGIAWEALTHPARTNERS.COM
Rdap Domain Creation Date
2013-08-07T15:01:31Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1768
Soi Zip Pct 200k Plus
0.0371
Soi Zip Returns 200k Plus
460
Soi Zip Total AGI
811,971
Fdic Zip Total Deposits
6,261,526,000
Fdic Zip Branch Count
108
Fdic Zip Top Banks
First National Bank of Griffin
United Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First National Bank of GriffinGriffin, GA
First Union National Bank of GeorgiaGriffin, GA
Fdic Zip HHI
5898.05
Fdic Zip Top Bank Share Pct
75.26
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-07T15:01:31Z
Rdap Domain Last Changed
2023-07-11T18:14:51Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI51,895
Returns4,010
Stub 2
AGI115,604
Returns3,150
Stub 3
AGI117,413
Returns1,920
Soi Zip Total Business Income
12,355
Soi Zip Total Cap Gains
47,548
Soi Zip Total Dividends
14,853
Soi Zip Total Returns
12,390
Top Owner CRD
5159963
Trust Company Affiliate
No

People (4)

4
LETSON, COREY, RUSSELL
IAR · Direct Owner · 62.5%
5088143
CRIDER, DONALD, LEE
IAR · Direct Owner · 62.5%
5159963
CHRISTOPHER RODNEY PILAND
IAR
4168815
GREGORY KEITH FOSTER
IAR
6190132