Gfg Wealth, LLC
● SEC registered since 2024CRD 331977SEC# 801-130954Orlando, FL
Reg. AUM
$306.6M
Employees
18
Accounts
315
Location
Orlando, FL
Gfg Wealth, LLC assets under management
Gfg Wealth, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2024. It reports $306.6 million in regulatory assets under management and employs 18 people.
Gfg Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Claudio M Gambin Neto Control | Chief Executive Officer / Chief Compliance Officer / President / Managing Member | Over 75% | 2024 |
Frequently asked questions
How much does Gfg Wealth, LLC manage?
Gfg Wealth, LLC reports $306.6 million in regulatory assets under management on its Form ADV.
How many employees does Gfg Wealth, LLC have?
Gfg Wealth, LLC reports 18 employees.
Where is Gfg Wealth, LLC located?
Gfg Wealth, LLC is based in Orlando, FL and has been SEC-registered since 2024.
Does Gfg Wealth, LLC disclose fund performance?
Gfg Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 N. Orange Street, Suite 340, Orlando, FL 32801 |
| Phone | 407-627-0091 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$306.6M▲ 103%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$306.6Mregulatory AUM
Discretionary $306.6M