# Loftin Wealth Partners

Loftin Wealth Partners is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/loftinwealthpartners

## Regulatory record

- **CRD number:** 305359
- **SEC file number:** 801-117350
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305359

## About

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.

## 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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- [Planning Associates Wealth Management](https://altss.com/profile/planning-associates-wealth-management-llc)
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Last updated: 2026-07-06T01:24:20.358Z

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