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Gfg Wealth, LLC

● SEC registered since 2024CRD 331977SEC# 801-130954Orlando, FL
Export (members)
Reg. AUM
$228.6M
Employees
27
Accounts
666
Location
Orlando, FL

Gfg Wealth, LLC assets under management

Gfg Wealth, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2024. It reports $228.6 million in regulatory assets under management and employs 27 people.

Gfg Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Claudio M Gambin Neto ControlChief Executive Officer / President / Managing MemberOver 75%2024
Grace Hunter Holt ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Gfg Wealth, LLC manage?

Gfg Wealth, LLC reports $228.6 million in regulatory assets under management on its Form ADV.

How many employees does Gfg Wealth, LLC have?

Gfg Wealth, LLC reports 27 employees.

Where is Gfg Wealth, LLC located?

Gfg Wealth, LLC is based in Orlando, FL and has been SEC-registered since 2024.

Does Gfg Wealth, LLC disclose fund performance?

Gfg Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 N. Orange Street, Suite 340, Orlando, FL 32801
Phone407-627-0091
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$228.6M
Non-discretionary$0
Total (RAUM)$228.6M