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Loftin Wealth Partners
LOFTIN WEALTH PARTNERS is an SEC-registered investment adviser in JOHNS CREEK, GA, registered since 2019. The firm manages approximately $344 million in...
Overview
LOFTIN WEALTH PARTNERS is an SEC-registered investment adviser in JOHNS CREEK, GA, registered since 2019. The firm manages approximately $344 million in assets. It has 6 employees and 6 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
Does Loftin Wealth Partners participate in fund commitments or only direct deals?
The firm's investment approach is not publicly disclosed. However, many multi-family offices employ a mix of fund investments and direct co-investments. Without specific deal records, the exact strategy is unverifiable (public record).
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