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GFG SOLUTIONS
GFG WEALTH, LLC
CRD 331977 · SEC 801-130954
150 N. ORANGE STREET, SUITE 340, ORLANDO, FL, 32801, United States
Phone
(412) 740-7930
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.6M
Discretionary AUM
$306.6M
Team
18 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 315 | $306.6M |
States served
CA, CO, DE, GA, MI, NJ, NC, OH, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD