THOUSAND OAKS, CACRD 133566Latest ADV February 10, 2026
Gfp Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated February 10, 2026, reports $197M in regulatory assets under management, 1 employee, and 198 accounts.
Assets Under Management
$197M
Employees
1
Offices
--
Total Clients
48
Primary office
THOUSAND OAKS, CA
25 W ROLLING OAKS DRIVE, SUITE 111, THOUSAND OAKS, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.4% of total clients.
Top client categories% of clientsClients
1
HNWI
85.4%
41
2
Individuals
14.6%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of February 10, 2026
Discretionary100.0%
$197M
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$197M
Total Accounts198
10Y AUM Change+$70M (+54.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* 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.