|
⚲
|
| Keyboard |
| GFG Wealth LLC
✚
|
|
|---|---|
| CRD # | 331977 |
| SEC # | 801-130954 |
| CIK # | |
| AUM | 306.6 M (2026-06-22) |
| Employees | 18 (22% Investors, 0% Brokers) |
| Phone | 407-627-0091 |
| 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) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 315 | 306.6 |
| (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 | 315 | 306.6 |
| By Discretionary | ||
| Discretionary | 315 | 306.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 306.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.6 | |
| Total | 315 | 306.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
New Perspectives Inc
✚
|
MS | 308.7 M |
|
Beacon Wealthcare LLC
✚
|
NC | 308.3 M |
|
Merit Financial Partners LLC
✚
|
NY | 308.2 M |
|
Prepared Retirement Institute LLC
✚
|
PA | 307.6 M |
|
Commons Capital LLC
✚
|
MA | 307.4 M |
|
McAllister Capital Management Corporation
✚
|
MS | 306.2 M |
|
Fidelis IM LLC
✚
|
OR | 306.1 M |
|
Morton Wealth Advisors
✚
|
MA | 305.5 M |
|
Northwest Wealth Advisors LLC
✚
|
WA | 304.5 M |
|
Codex Capital Asset Management LLC
✚
|
304.2 M |