|
⚲
|
| Keyboard |
| GC Wealth Management RIA LLC
✚
|
|
|---|---|
| CRD # | 327269 |
| SEC # | 801-128318 |
| CIK # | 0002011169 |
| AUM | 5,832.9 M (2026-03-31) |
| Employees | 44 (77% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-234-7000 |
| Address | 20 University Road Cambridge, MA 02138-5815 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002011169 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Tempus AI Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Samsara Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Visa Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Quanta Services Inc | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Parker Hannifin Corp | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 0.0 |
| (b) Individuals (high net worth individuals) | 215 | 5.8 |
| (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 | 1,731 | 5.8 |
| By Discretionary | ||
| Discretionary | 1,731 | 5.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,731 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 5.7 | |
| Total | 1,731 | 5.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011169] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
East End Advisors LLC
✚
|
NY | 6,057.0 M |
|
Ashton Thomas Private Wealth LLC
✚
|
AZ | 6,009.5 M |
|
Exencial Wealth Advisors LLC
✚
|
OK | 5,976.0 M |
|
W H Reaves & Co Inc
✚
|
NJ | 5,939.6 M |
|
Moss Adams Wealth Advisors LLC
✚
|
WA | 5,773.3 M |
|
Buckhead Capital Management LLC
✚
|
GA | 5,758.2 M |
|
LaSalle St Investment Advisors LLC
✚
|
IL | 5,742.3 M |
|
Gladstone Institutional Advisory LLC
✚
|
FL | 5,683.8 M |
|
TFO Wealth Partners LLC
✚
|
OH | 5,660.9 M |
|
Dunham & Associates Investment Counsel Inc
✚
|
CA | 5,627.6 M |