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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| GFG Wealth LLC
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|---|---|
| CRD # | 331977 |
| SEC # | 801-130954 |
| CIK # | |
| AUM | $228.6 M (2025-07-21) |
| Employees | 27 (33% Investors, 0% Brokers) |
| Phone | 412-740-7930 |
| Address | 150 N Orange Street Orlando, FL 32801 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 9.1 |
| (b) Individuals (high net worth individuals) | 245 | 218.7 |
| (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 | 15 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 228.6 |
| By Discretionary | ||
| Discretionary | 666 | 228.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 666 | 228.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.6 | |
| Total | 666 | 228.6 |
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|---|---|---|
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CA | 0.2 |
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Physician Family Financial Advisors Inc
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OR | 0.2 |
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AZ | 0.2 |
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PPS & V Asset Management Consultants Inc
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MI | 0.2 |
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Viewpoint Capital Management LLC
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WA | 0.2 |
|
Carroll Advisory Group LLC
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TX | 0.2 |