Autumn G. Vaughn

SATORI WEALTH MANAGEMENT

Gray, GA

CRD#: 7688030

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Professional summary

Autumn Griffith Vaughn, CFP®, who also goes by Autumn Brooke Griffith, is a registered financial advisor currently at SATORI WEALTH MANAGEMENT, INC. located in Gray, Georgia.

Autumn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Autumn has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Autumn Brooke Griffith

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Autumn Griffith Vaughn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 29, 2026 - Present

SATORI WEALTH MANAGEMENT, INC.

RIA

CRD#: 287979

Gray, GA

Past

July 26, 2023 - January 16, 2026

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Macon, GA

Past

March 12, 2023 - January 5, 2024

DAY & ENNIS, LLC

RIA

CRD#: 125549

MACON, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SATORI WEALTH MANAGEMENT, INC.

CLEARPATH ADVISERS | SATORI WEALTH MANAGEMENT, INC.

CRD#: 287979 / SEC#:

California

Registered Investment Advisory firm - (5/24/2017 Approved)

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Contact information

Main Address

4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604

Mailing Address

Phone number

(619) 305-0553

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 60,291,454

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Autumn G. Vaughn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Autumn Griffith Vaughn's CRS (Customer Relationship Summary).

Certified licenses

Experience

SATORI WEALTH MANAGEMENT, INC.

MERCER GLOBAL ADVISORS INC.

DAY & ENNIS, LLC

State Registrations and Notice Filings

Exams

Current Firm

SATORI WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SATORI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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