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| Keyboard |
| GFS Wealth Management Advisors Inc
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|---|---|
| CRD # | 285679 |
| SEC # | 801-120943 |
| CIK # | |
| AUM | 238.6 M (2026-04-15) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 203-335-0851 |
| Address | 2 Enterprise Drive Shelton, CT 06484 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 1.2 |
| (b) Individuals (high net worth individuals) | 2 | 49.5 |
| (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 | 188.0 |
| (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 | 22 | 238.6 |
| By Discretionary | ||
| Discretionary | 22 | 238.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 238.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.6 | |
| Total | 22 | 238.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SAOS Capital LLC
✚
|
SC | 239.1 M |
|
Street Capital Partners LLC
✚
|
IN | 238.9 M |
|
Snowcap Capital Management LLC
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TX | 238.9 M |
|
CPR Investments Inc
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MI | 238.8 M |
|
Prossimo Advisors LLC
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CA | 238.5 M |
|
Smith Bruer Advisors LLC
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|
Goalfusion Wealth Management LLC
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|
238.5 M | |
|
RH Investment Group LLC
✚
|
AZ | 238.5 M |
|
JM2 Capital Inc
✚
|
OK | 238.4 M |
|
Acute Investment Advisory LLC
✚
|
AZ | 238.4 M |