GT Wealth LLC

Overview

GT Wealth LLC is a Pennsylvania-registered, independent wealth advisory firm organized as a limited liability company and owned by an individual principal. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. GT Wealth charges clients via a percentage-of-AUM schedule and fixed fees and acts as a capital allocator when placing clients into third-party funds and managers. It does not identify itself as an ESG-focused investor and operates as a single-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices