Great Wealth Investments

RIAState Registered

Total AUM

$15.6M

Discretionary

$14.9M

96% of AUM

Avg account

$205K

Accounts

76

Employees

2

Advisory reps

2

Firm details

Headquarters: Boca Raton, Florida
CRD number: 310135
Website: greatwealthinvest.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI52.1%
Individuals47.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Great Wealth Investments is an independent, individual-owned limited liability company that provides fee-based wealth management and planning for individuals and families. The firm charges both percentage-of-AUM and fixed fees and offers financial planning plus portfolio management for individuals, small businesses, and institutional/business clients. Filings list an affiliation with an insurance company and show the adviser uses third-party managers for some alternative exposures. The firm is state-registered in Florida and New York.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds85%
Exchange Traded Equities10%
Cash & Cash Equivalents4%
Investment Grade Corp Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Palm Beach
Address: 433 Plaza Real
Time zone: ET (UTC-5)
Office locations

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