Paces Ferry Wealth Advisors, Llc
- Regulatory AUM
- $491M
- Discretionary
- $435M
- Clients
- 219
- Avg AUM / client
- $2.2M
- Accounts
- 698
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 127 positions, $241,134,333)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | US LCAP GR ETF | $19,940,240 | 684,526 | 8.27% | 4.06% |
| 2 | Schwab Strategic Tr | US DIVIDEND EQ | $17,808,440 | 580,458 | 7.39% | 3.63% |
| 3 | Harbor Etf Trust | INTERNATNAL COMP | $16,816,129 | 580,868 | 6.97% | 3.42% |
| 4 | Apple Inc | COM | $13,845,850 | 54,556 | 5.74% | 2.82% |
| 5 | Nvidia Corporation | COM | $13,276,028 | 76,124 | 5.51% | 2.7% |
| 6 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $13,184,575 | 260,513 | 5.47% | 2.68% |
| 7 | Aflac Inc | COM | $12,590,429 | 114,761 | 5.22% | 2.56% |
| 8 | Ishares Tr | FLTG RATE NT ETF | $8,294,185 | 162,791 | 3.44% | 1.69% |
| 9 | Schwab Strategic Tr | US LCAP VA ETF | $6,428,660 | 210,776 | 2.67% | 1.31% |
| 10 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $6,199,866 | 32,304 | 2.57% | 1.26% |
| 11 | Pimco Etf Tr | INTER MUN BD ACT | $5,967,927 | 114,350 | 2.47% | 1.21% |
| 12 | Amazon Com Inc | COM | $4,958,388 | 23,807 | 2.06% | 1.01% |
| 13 | Ishares Tr | RUS 1000 GRW ETF | $4,551,630 | 10,675 | 1.89% | 0.93% |
| 14 | Ishares Tr | CORE S&P500 ETF | $4,448,970 | 6,811 | 1.85% | 0.91% |
| 15 | Vanguard Index Fds | VALUE ETF | $4,264,881 | 21,737 | 1.77% | 0.87% |
| 16 | Alphabet Inc | CAP STK CL C | $3,733,553 | 13,015 | 1.55% | 0.76% |
| 17 | Alphabet Inc | CAP STK CL A | $3,459,384 | 12,030 | 1.43% | 0.7% |
| 18 | Ishares Tr | ISHS 1-5YR INVS | $3,288,501 | 62,567 | 1.36% | 0.67% |
| 19 | Vanguard Index Fds | SML CP GRW ETF | $3,258,860 | 10,782 | 1.35% | 0.66% |
| 20 | Jpmorgan Chase & Co | COM | $3,223,309 | 10,958 | 1.34% | 0.66% |
| 21 | Schwab Strategic Tr | US SML CAP ETF | $3,217,654 | 110,648 | 1.33% | 0.66% |
| 22 | Microsoft Corp | COM | $2,975,844 | 8,039 | 1.23% | 0.61% |
| 23 | State Str Spdr S&P 500 Etf T | TR UNIT | $2,966,616 | 4,562 | 1.23% | 0.6% |
| 24 | Meta Platforms Inc | CL A | $2,553,912 | 4,464 | 1.06% | 0.52% |
| 25 | Ishares Tr | RUSSELL 2000 ETF | $2,107,354 | 8,497 | 0.87% | 0.43% |
Top 25 of 127 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $19.0M | 3.86% |
| High net worth individuals | 107 | $417M | 84.8% |
| Pension and profit sharing plans | 1 | $6.4M | 1.3% |
| Charitable organizations | 19 | $8.0M | 1.63% |
| Corporations and other businesses | 1 | $41.4M | 8.42% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zachary Aaron Morris | Founder/Managing Partner/Chief Compliance Officer | CFP | Jul 2019 (7y) | ≈ 56.25% – 100% via Bodhi Tree Investments |
| Beth Rosner Conklin | Registered representative | Chartered Financial Consultant | Feb 2024 (2y) | |
| Jackson Robert Metzger | Registered representative | Aug 2024 (2y) | ||
| Benjamin Daniel Laufer | Registered representative | Apr 2025 (1y) | ||
| Joshua Paul Weidie | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bodhi Tree Investments | Owner | Mar 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zachary Aaron Morris: 75% – 100% of Bodhi Tree Investments × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $399M (81% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗