Gfp Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated August 14, 2025, reports $1.3B in regulatory assets under management, 30 employees, 9 offices, and 1,658 accounts.
Assets Under Management
$1.3B
Employees
30
Offices
9 offices
Total Clients
727
Primary office
CLEVELAND, OH
1300 EAST NINTH STREET, SUITE 1900, CLEVELAND, OH, United States
Top client segmentIndividuals represent 59.0% of total clients.
Top client categories% of clientsClients
1
Individuals
59.0%
429
2
HNWI
36.3%
264
3
Corporations
2.9%
21
4
Charitable
1.4%
10
5
Pension Plans
0.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of August 14, 2025
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts1,658
10Y AUM Change+$538M (+66.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee24:1
10Y Employee Change+15 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.