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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| GSB Wealth Management LLC
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| CRD # | 124867 |
| SEC # | 801-61932 |
| CIK # | 0001660694 |
| AUM | $540.4 M (2025-03-04) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 203-453-9075 |
| Address | One Park Street Guilford, CT 06437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.2 | ||
| Microsoft Corp | 8.7 | ||
| Nvidia Corp | 5.1 | ||
| Advanced Micro Devices Inc | 5.0 | ||
| Johnson & Johnson | 4.7 | ||
| Home Depot Inc | 4.1 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Alphabet Inc | 4.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 635 | 98.1 |
| (b) Individuals (high net worth individuals) | 122 | 365.0 |
| (c) Banking or thrift institutions | 0 | 15.3 |
| (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 | 43 | 45.8 |
| (h) Charitable organizations | 0 | 1.9 |
| (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 | 29 | 14.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,479 | 540.4 |
| By Discretionary | ||
| Discretionary | 1,477 | 540.4 |
| Non-Discretionary | 2 | 0.0 |
| Total | 1,479 | 540.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 539.8 | |
| Total | 1,479 | 540.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001660694] |
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|---|---|---|
|
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CA | 0.5 |
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OK | 0.5 |
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Vista Investment Partners LLC
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Navis Wealth Advisors LLC
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Carlton Hofferkamp and Jenks Wealth Management LLC
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Wedgewood Partners Inc
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MO | 0.5 |
|
Oxler Private Wealth LLC
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NY | 0.5 |
|
Chapin Davis Inc
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MD | 0.5 |
|
Cambridge Financial Group LLC
✚
|
AZ | 0.5 |