Gc Wealth Management RIA, LLC
● SEC registered since 2023CRD 327269SEC# 801-128318Cambridge, MA
Reg. AUM
$5.83B
Employees
44
Accounts
1,731
Location
Cambridge, MA
Gc Wealth Management RIA, LLC assets under management
Gc Wealth Management RIA, LLC is an investment advisory firm registered with the SEC based in Cambridge, MA. The firm has been registered since 2023. It reports $5.8 billion in regulatory assets under management and employs 44 people.
Gc Wealth Management RIA, LLC owners & executives
26 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Wolfe Control | Chief Investment Officer | Under 5% | 2025 |
| David Steven Breslin Control | Executive Vice President | Under 5% | 2023 |
| Gc Wealth Management Intermediate, LLC Control | Member | Over 75% | 2023 |
See all 26 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Gc Wealth Management RIA, LLC manage?
Gc Wealth Management RIA, LLC reports $5.8 billion in regulatory assets under management on its Form ADV.
How many employees does Gc Wealth Management RIA, LLC have?
Gc Wealth Management RIA, LLC reports 44 employees.
Where is Gc Wealth Management RIA, LLC located?
Gc Wealth Management RIA, LLC is based in Cambridge, MA and has been SEC-registered since 2023.
Does Gc Wealth Management RIA, LLC disclose fund performance?
Gc Wealth Management RIA, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 University Road, 4th Floor, Cambridge, MA 02138-5815 |
| Phone | 617-234-7000 |
| Fax | 617-234-7040 |
| Office hours | 8:00 a.m.-5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2011169 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.83B▲ 176%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$5.83Bregulatory AUM
Discretionary $5.83B