GP Wealth Management, LLC
RIASEC Registered
Total AUM
$12.9M
Discretionary
$12.9M
100% of AUM
Avg account
$806K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 163442
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GP Wealth Management, LLC is a small, owner-operated limited liability company that provides fee-based portfolio management to individual and family clients and small businesses. The adviser charges a percentage-of-AUM fee and focuses on discretionary portfolio management rather than pension consulting or institutional capital allocation. The firm is not set up as a multi-state adviser or an ESG-focused manager, and its ownership is individual rather than institutional.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Contacts
1 of 1
Peter Lee
PresidentCRD 5989071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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