Ganim Private Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Shelton, CT. Its latest Form ADV filing, dated April 15, 2026, reports $239M in regulatory assets under management, 4 employees, and 22 accounts.
Assets Under Management
$239M
Employees
4
Offices
--
Total Clients
50
Primary office
SHELTON, CT
2 ENTERPRISE DRIVE, SUITE 305, SHELTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.0% of total clients.
Top client categories% of clientsClients
1
Individuals
96.0%
48
2
HNWI
4.0%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of April 15, 2026
Discretionary100.0%
$239M
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.
Total AUM$239M
Total Accounts22
10Y AUM Change+$119M (+99.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
10Y Employee Change-3 (-42.9%)
* 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.