GTG Wealth Management, LLC
Firm details
- Headquarters
- Elm Grove, Wisconsin
- CRD number
- 126273
- Website
- www.gtgwealth.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
GTG Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm describes itself as a capital allocator and lists advisory services that include financial planning, pension consulting and the selection of other advisers. Its stated fee mix includes hourly charges, fixed fees and other non-investment-fee arrangements. GTG is not identified as an active ESG investor and is not characterized as a multi-state adviser. The firm also lists an affiliation with an insurance company.
Assets & Accounts
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
Contacts
2 of 2Gerald Gambatese
OwnerCRD 2224990
Timothy Gambatese
MemberCRD 2340815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Elm Grove, WI
Waukesha
Location
Elm Grove, WI
Headquartered in Elm Grove, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 12970 W Bluemound Rd
- Time zone
- CT (UTC-6)
- Office locations
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