GAINSPOLETTI WEALTH PLANNERS

GAINSPOLETTI WEALTH PLANNERS ADVISORY LLC

CRD 333768 · SEC 801-132267

Visit website

805 W SUNFLOWER RD, CLEVELAND, MS, 38732, United States

Phone

662-843-6090

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$127.0M

Discretionary AUM

$127.0M

Team

3 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	205	$34.6M
High net worth individuals	45	$78.0M

States served

AR, LA, MS, NC, TN, TX

All web addresses on file

https://www.gainspoletti.com
https://www.linkedin.com/company/gainspoletti-wealth-planners/
https://www.facebook.com/gainspoletti

Official SEC filing: View on IAPD