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GC WEALTH MANAGEMENT RIA, LLC
CRD 327269 · SEC 801-128318
20 UNIVERSITY ROAD, 4TH FLOOR, CAMBRIDGE, MA, 02138-5815, United States
Phone
617-234-7000
Fax
617-234-7040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.83B
Discretionary AUM
$5.83B
Team
44 total employees; 34 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $10.5M |
| High net worth individuals | 215 | $5.80B |
States served
VT, CA, CO, DE, DC, ID, IL, MD, MA, MT, NV, NJ, NY, OH, OR, PA, RI, SC, TN, UT, VA, WY, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD