GC WEALTH MANAGEMENT RIA, LLC

20 University Road
4th Floor
Cambridge, Massachusetts 02138-5815
Tel: 617-234-7000

About GC WEALTH MANAGEMENT RIA, LLC

GC WEALTH MANAGEMENT RIA, LLC, formally registered with the SEC as GC WEALTH MANAGEMENT RIA, LLC. The firm was established in 08/03/2023. They have over 4 offices throughout the country.

GC WEALTH MANAGEMENT RIA, LLC is a Cambridge, Massachusetts based Financial Planning firm with nearly $2,116,540,646 assets under management, offering retirement planning & investment advisory services to 856 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327269
SEC#	801-128318
Assets Managed by Firm	$2,116,540,646
No. of Clients	856
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	856	$2,116,540,646
Individuals (other than high net worth individuals)	34	$7,497,265
High net worth individuals	118	$2,089,805,778
Charitable organizations	Fewer than 5 clients	$19,237,603

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