Benjamin Daniel Laufer

Financial advisor at Paces Ferry Wealth Advisors, LLC · Atlanta, GA

Last updated 2026-10-10

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Benjamin Daniel Laufer is a financial advisor at Paces Ferry Wealth Advisors, LLC in Atlanta, GA, CRD 8065665. Licenses and exams on the registration: Series 65. IAPD registration began 2025-04-10.

Registration

CRD number
8065665
Registration status
Active
IAPD registration
2025-04-10
Industry Experience
1 year
Work Experience
11 years
States registered
GA

Licenses and exams

  • Series 65

Work history

  • 2024-08 to Present · Paces Ferry Wealth Advisors, Llc. · Atlanta, GA
  • 2015-01 to 2018-05 · The Walker School · Marietta, GA
  • 2018-08 to 2020-05 · Berry College · Rome, GA
  • 2020-08 to 2022-05 · Birmingham-Southern College · Birmingham, AL
  • 2022-08 to 2024-11 · Harrison High School Fall Varisty Lacrosse Coach · Kennesaw, GA
  • 2024-01 to 2024-04 · Georgia Lacrosse Officials Association · Atlanta, GA

Current employment

SEC IAPD record for Benjamin Daniel Laufer

Paces Ferry Wealth Advisors, LLC

Regulatory AUM
$491,242,348
Registered advisors
5
Offices
1
Clients per advisor
43.8 (Low)
Average AUM per client
$2.2M (Low)
High-net-worth client ratio
48.9% (Moderate)

Paces Ferry Wealth Advisors, LLC: advisors, services and reported ETF investments

About

Benjamin Daniel Laufer is a financial advisor at Paces Ferry Wealth Advisors, LLC in Atlanta, GA. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Harrison High School Fall Varisty Lacrosse Coach, Georgia Lacrosse Officials Association, Birmingham-Southern College, Berry College, among others.

Paces Ferry Wealth Advisors, LLC's firm-level Form ADV reports 5 advisors across 1 offices; approximately 43.8 clients per advisor, average assets per client of $2,243,116, and regulatory AUM of $491.2M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $157.5M across 49 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Benjamin Daniel Laufer personally.

Reported ETF positions

Paces Ferry Wealth Advisors reports 49 ETF positions worth $157.5M on Form 13F; the largest are listed.

Largest ETF positions reported by Paces Ferry Wealth Advisors
FundReported value
SCHG — Schwab U.S. Large-Cap Growth ETF$23.5M
SCHD — Schwab US Dividend Equity ETF$19.1M
OSEA — Harbor International Compounders ETF$18.9M
JPST — JPMorgan Ultra-Short Income ETF$14.2M
FLOT — iShares Floating Rate Bond ETF$9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Paces Ferry Wealth Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services

Location

2849 Paces Ferry Road, Atlanta, GA 30339

5 advisors at this office.

Paces Ferry Wealth Advisors office in Atlanta, GA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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