Gfs Wealth Management Advisors, Inc.
● SEC registered since 2021CRD 285679SEC# 801-120943Shelton, CT
Reg. AUM
$238.6M
Employees
4
Accounts
22
Location
Shelton, CT
Gfs Wealth Management Advisors, Inc. assets under management
Gfs Wealth Management Advisors, Inc. is a registered investment adviser overseen by the SEC based in Shelton, CT. The firm has been registered since 2021. It reports $238.6 million in regulatory assets under management and employs 4 people.
Gfs Wealth Management Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Coastline Holdings Group, LLC Control | Owner | 10-25% | 2020 |
| Garrett Patrick Taylor Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Gfs Wealth Management Advisors, Inc. manage?
Gfs Wealth Management Advisors, Inc. reports $238.6 million in regulatory assets under management on its Form ADV.
How many employees does Gfs Wealth Management Advisors, Inc. have?
Gfs Wealth Management Advisors, Inc. reports 4 employees.
Where is Gfs Wealth Management Advisors, Inc. located?
Gfs Wealth Management Advisors, Inc. is based in Shelton, CT and has been SEC-registered since 2021.
Does Gfs Wealth Management Advisors, Inc. disclose fund performance?
Gfs Wealth Management Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Enterprise Drive, Suite 305, Shelton, CT 06484 |
| Phone | (203) 335-0851 |
| Fax | (203) 549-0549 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238.6M▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$238.6Mregulatory AUM
Discretionary $238.6M