A. Firm Information Georgia Wealth Partners, LLC is a registered investment advisor with the Securities and Exchange Commission (“SEC”) since June 06, 2023 and was previously a state-registered investment advisor firm. The Advisor is organized as a Limited Liability Company (“LLC”) under the laws of the State of Georgia. The Firm was founded in March 2014, and the principal owners are Donald Lee Crider, Jr. and Corey R. Letson. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by GWP. B. Advisory Services Offered Portfolio Management Services GWP offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. GWP creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Portfolio management services include, but are not limited to, the following:
• Investment strategy
• Asset allocation
• Risk tolerance
• Personal investment policy
• Asset Selection
• Regular portfolio monitoring GWP evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. GWP will require discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. GWP seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and consideration of GWP’s economic, investment or other financial interests. To meet its fiduciary obligations, GWP attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, GWP’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is GWP’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent, including initial public offerings (“IPOs”) and other investment opportunities that might have a limited supply, among its clients on a fair and equitable basis over time. Third Party Money Managers GWP may determine that opening an account with a professional third party money manager is in the client's best interest. The programs allow clients to obtain portfolio management services that typically require higher minimum account sizes outside of the program. The money managers selected under these programs will have discretion to determine the securities they buy and sell within the account, subject to reasonable restrictions imposed by the client. Due to the nature of these programs, each of the independent money managers is obligated to provide you with a separate disclosure document. Clients should carefully review this document for important and specific program details, including pricing. Under these programs, GWP may:
• Assist in the identification of investment objectives;
• Recommend specific investment style and asset allocation strategies;
• Assist in the selection of appropriate money managers and review performance and progress;
• Recommend reallocation among managers or styles within the program; and
• Recommend the hiring and firing of money managers utilized by the client. Clients should read the ADV Part 2A Disclosure Document of the money manager the client selects for complete details on the charges and fees that the client will incur. SEI SEI Private Trust is one of GWP’s primary third party managers. Based on the information that a client shares with GWP, the Advisor will analyze the client situation and recommend an appropriate asset allocation or investment strategy through the model portfolios available on the SEI Private Trust Company (“SPTC”) platform. GWP may reallocate a client’s model portfolio into another model portfolio depending on the changes in a client’s risk profile, investment objectives, financial circumstances, and/or market conditions. Client circumstances shall be monitored on an ongoing basis by GWP. These reviews shall be conducted on a frequency preferred by the client but shall take place no less than annually. Such reviews shall include personal meetings, telephone, e-mail and other electronic communication methods. Financial Planning Services GWP will typically provide a variety of financial planning and consulting services to Clients, as part of an overall wealth management engagement or pursuant to a separate financial planning agreement. Services are offered in several areas of a Client’s financial situation, depending on their goals and objectives. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings, insurance needs, and other areas of a Client’s financial situation. A financial plan developed for, or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence, or alter

retirement savings, establish education savings and/or charitable giving programs. Ongoing financial planning services include semi-annual check ins with the client to assess the implementation of the plan, adjustments needed and assessing new variables in a client’s financial picture. Clients will receive updated plan or new plans annually. Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor for investment management services or to increase the level of investment assets with the Advisor, as it would increase the amount of advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. Estate Planning Solutions GWP offers estate planning solutions via Wealth.com. Wealth.com provides a holistic estate planning solution that allows users to create, manage and administrate estate plans through a technology platform. Wealth.com facilitates an optional hybrid model where clients can start the process digitally, but still receive a bespoke human experience by consulting live with one of our local T&E attorney partners for a fee. Wealth.com allows our clients to create estate planning documents to action legacy objectives. Once referred to Wealth, our clients enter the Wealth platform and are guided through the document creation process by Wealth, not by the advisor. Though advisors can refer clients to the platform, our firm nor our advisors are not involved with the drafting of the legal documents and do not have the ability to make selections for the client. As advisors, we can receive read-only visibility of the client account so that we can help ensure they complete the process of creating and continue to monitor for optimization opportunities. We are not attorneys and no not provide legal advice. If a fee is charged, it is for facilitation of the process and ongoing support and monitoring. From a compliance standpoint, offering a Wealth account to a client is no different from any other estate planning referral an advisor can make. Wealth prioritizes advisor compliance with industry best practices regarding legal ethics and professional rules of conduct. Wealth.com works with attorneys who are nationally recognized experts in advising technology firms seeking to structure ethically compliant relationships with consumers of legal services and governmental regulators. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and • Give you basic information about conflicts of interest. Services Limited to Specific Types of Investments GWP generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), insurance products including annuities, equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements. GWP may use other securities as well to help diversify a portfolio when applicable. C. Client Account Management Prior to engaging GWP to provide investment advisory services, each Client is required to enter into one or more written agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include:
• Establishing an Investment Strategy – GWP, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives.
• Asset Allocation – GWP will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation, and tolerance for risk for each Client.
• Portfolio Construction – GWP will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – GWP will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and other administrative fees. GWP does not participate in any wrap fee programs. E. Assets Under Management GWP has $111,648,812 in discretionary assets under management and $0 in non-discretionary assets under management as of December 31, 2022. Clients may request more current information at any time by contacting the Advisor.