West Paces Advisors Inc.
West Paces Advisors Inc. is an independent, SEC-registered investment advisory firm headquartered in Atlanta, Georgia. Founded in 2015, the firm specializes in generational wealth management and provides investment program management, holistic wealth advisory, and financial oversight for high-net-worth individuals and families. West Paces emphasizes building decades-long client relationships, focusing on personalized and practical financial guidance. The company has approximately 8-9 employees, most of whom are dedicated to investment advisory roles.
Investment Strategy
West Paces Advisors Inc. focuses on holistic, fiduciary investment management and wealth advisory services tailored primarily for high-net-worth individuals and families. The firm emphasizes independent, client-centered advice rooted in partnership, aiming to help clients navigate complex financial decisions through customized, practical solutions. Investment portfolios typically comprise diversified equity and fixed income holdings, including ETFs and mutual funds, with the goal of managing risk while achieving long-term financial objectives. Their philosophy prioritizes trust, transparency, and intergenerational wealth preservation.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.12% | $65.9M | 107,636 | $419.54 | $612.38 | +$5.9M |
I IJH | ISHARES TR | 11.07% | $55.6M | 852,607 | $43.02 | $65.26 | +$2.5M |
V VIG | VANGUARD SPECIALIZED FUNDS | 7.34% | $36.9M | 170,850 | $195.12 | $215.79 | +$3.5M |
A AVEM | AMERICAN CENTY ETF TR | 6.02% | $30.3M | 402,837 | $56.45 | $75.11 | +$3.7M |
T TDTT | FLEXSHARES TR | 5.82% | $29.2M | 1,201,092 | $25.29 | $24.33 | +$1.2M |