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| Happy Holidays!! thanks for using AUM13F!! |
| GC Wealth Management RIA LLC
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| CRD # | 327269 |
| SEC # | 801-128318 |
| CIK # | 0002011169 |
| AUM | $2.2 B (2025-05-20) |
| Employees | 21 (81% Investors, 0% Brokers) |
| Phone | 617-234-7000 |
| Address | 20 University Road Cambridge, MA 02138-5815 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 70.1 | ||
| Salesforce Com Inc | 61.6 | ||
| Microsoft Corp | 59.0 | ||
| Nvidia Corp | 54.9 | ||
| Apple Inc | 46.9 | ||
| Alphabet Inc | 38.0 | ||
| Amazon Com Inc | 30.8 | ||
| Alphabet Inc | 28.8 | ||
| VISA Inc | 14.2 | ||
| Broadcom Inc | 14.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 0.0 |
| (b) Individuals (high net worth individuals) | 123 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 880 | 2.2 |
| By Discretionary | ||
| Discretionary | 880 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 880 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 880 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011169] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shufro Rose & Co LLC
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|
NY | 2.2 |
|
Duncan Williams Asset Management LLC
✚
|
TN | 2.2 |
|
Fulton Breakefield Broenniman LLC
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|
MD | 2.2 |
|
Foster Victor Wealth Advisors LLC
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|
SC | 2.2 |
|
Woodley Farra Manion Portfolio Management Inc
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|
IN | 2.1 |
|
Freedom Investment Management Inc
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|
CT | 2.1 |
|
Washington Crossing Advisors LLC
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|
NJ | 2.1 |
|
DDD Partners LLC
✚
|
WA | 2.1 |
|
Warwick Investment Management Inc
✚
|
TX | 2.1 |
|
Bridgewater Advisors Inc
✚
|
NY | 2.1 |