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| GPS Wealth Strategies Group LLC
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|---|---|
| CRD # | 285507 |
| SEC # | 801-108848 |
| CIK # | 0001731837 |
| AUM | 1,415.5 M (2025-12-16) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 720-414-5412 |
| Address | 6484 South Quebec Street Centennial, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.5 | ||
| Apple Inc | 5.8 | ||
| Amazon Com Inc | 3.9 | ||
| Microsoft Corp | 3.0 | ||
| Broadcom Inc | 2.9 | ||
| Alphabet Inc | 1.9 | ||
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 1.7 | ||
| Lam Research Corp | 1.6 | ||
| Lilly Eli & Co | 1.3 | ||
| Facebook Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,197 | 465.2 |
| (b) Individuals (high net worth individuals) | 979 | 917.0 |
| (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 | 11 | 6.3 |
| (h) Charitable organizations | 11 | 16.9 |
| (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 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,385 | 1,415.5 |
| By Discretionary | ||
| Discretionary | 5,277 | 1,351.0 |
| Non-Discretionary | 108 | 64.6 |
| Total | 5,385 | 1,415.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,415.5 | |
| Total | 5,385 | 1,415.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731837] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 158 |
| Serves | Institutional, Retail |
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