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GP Wealth Solutions LLC

CRD 340788SEC# 801-135501Plano, TX
Export (members)
No longer SEC-registered. GP Wealth Solutions LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
7
Accounts
Location
Plano, TX

GP Wealth Solutions LLC assets under management

GP Wealth Solutions LLC is an SEC-registered investment adviser based in Plano, TX. It employs 7 people.

GP Wealth Solutions LLC owners & executives

2 reported
NameTitleOwnershipSince
Bryn Todd Henry ControlManaging Member, President, Wealth Advisor And FounderOver 75%2017
Julie Ann WagnerChief Compliance OfficerUnder 5%2026

Frequently asked questions

How many employees does GP Wealth Solutions LLC have?

GP Wealth Solutions LLC reports 7 employees.

Where is GP Wealth Solutions LLC located?

GP Wealth Solutions LLC is based in Plano, TX.

Does GP Wealth Solutions LLC disclose fund performance?

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

Contact & registration

Address2805 N Dallas Parkway, Suite #100, Plano, TX 75093
Office hours8:30 To 5:00
Discloses disciplinary historyNo