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Gainspoletti Wealth Planners Advisory LLC

● SEC registered since 2025CRD 333768SEC# 801-132267Cleveland, MS
Export (members)
Reg. AUM
$127M
Employees
3
Accounts
326
Location
Cleveland, MS

Gainspoletti Wealth Planners Advisory LLC assets under management

Gainspoletti Wealth Planners Advisory LLC is an SEC-registered investment adviser based in Cleveland, MS. The firm has been registered since 2025. It reports $127 million in regulatory assets under management and employs 3 people.

Gainspoletti Wealth Planners Advisory LLC owners & executives

2 reported
NameTitleOwnershipSince
Donna Barbara DimariaChief Compliance OfficerUnder 5%2025
Gary Michael Gainspoletti ControlPresidentOver 75%2025

Frequently asked questions

How much does Gainspoletti Wealth Planners Advisory LLC manage?

Gainspoletti Wealth Planners Advisory LLC reports $127 million in regulatory assets under management on its Form ADV.

How many employees does Gainspoletti Wealth Planners Advisory LLC have?

Gainspoletti Wealth Planners Advisory LLC reports 3 employees.

Where is Gainspoletti Wealth Planners Advisory LLC located?

Gainspoletti Wealth Planners Advisory LLC is based in Cleveland, MS and has been SEC-registered since 2025.

Does Gainspoletti Wealth Planners Advisory LLC disclose fund performance?

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

Contact & registration

Address805 W Sunflower Rd, Cleveland, MS 38732
Phone662-843-6090
Office hours9:00 a.m.- 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$127M▲ 21%
Jul '25 — $105MAug '25 — $105MSep '25 — $105MOct '25 — $105MNov '25 — $105MDec '25 — $105MJan '26 — $105MFeb '26 — $105MMar '26 — $127MApr '26 — $127MMay '26 — $127MJun '26 — $127M
Jul '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$127Mregulatory AUM
Discretionary $127M