Gold Medal Waters, Inc. is an SEC registered investment adviser. Its latest Form ADV filing, dated January 23, 2026, reports $286M in regulatory assets under management, 5 employees, and 666 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.4% of total clients.
Top client categories% of clientsClients
1
HNWI
61.4%
89
2
Individuals
33.8%
49
3
Pension Plans
4.8%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of January 23, 2026
Discretionary97.8%
$279M
98% of total RAUM97.8%
Non-discretionary2.2%
$6M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$286M
Total Accounts666
10Y AUM Change+$182M (+176.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change-3 (-37.5%)
* 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.