GC Wealth Management RIA, LLC
Firm details
- Headquarters
- Cambridge, Massachusetts
- CRD number
- 327269
- Registered since
- August 3, 2023
- Website
- www.generalcatalyst.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.39%
- Charitable Organizations0.43%
- Individuals0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
GC Wealth Management Ria, LLC is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registration year 2023) and describes itself as a capital allocator serving individual and family clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients, and the firm also engages in selection of other advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- State & Local Bonds20%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Investment Grade Corp Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 184Active vs passive
$515M in ETFs
90%
$463M
4%
$52M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $68.7M | 89,698 | 13.33% |
Location
Cambridge, MA
Middlesex
Location
Cambridge, MA
Headquartered in Cambridge, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 20 University Rd
- Time zone
- ET (UTC-5)
- Office locations
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