Firm profile

Gc Wealth Management RIA, LLC

CAMBRIDGE, MACRD 327269Registration Status: ApprovedEffective since August 3, 2023SEC # 801-128318Latest ADV March 31, 2026

Gc Wealth Management Ria, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cambridge, MA. Its latest Form ADV filing, dated March 31, 2026, reports $5.8B in regulatory assets under management, 44 employees, 6 offices, and 1,731 accounts.

Assets Under Management
$5.8B
Employees
44
Offices
6 offices
Total Clients
247

Associated firm names

5 names listed
  • CATALYTIC WEALTH MANAGEMENT
  • GENOMIC WEALTH RIA, LLC
  • GENOMIC WEALTH MANAGEMENT
  • GC WEALTH MANAGEMENT RIA, LLC

Leadership

4 roles identified
CEORobert Thornton
CCOJessica R. Hale
CFOMark J. Allen

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

CAMBRIDGE, Massachusetts, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Massachusetts

CAMBRIDGEPrimary office

California

SAN FRANCISCO

District of Columbia

WASHINGTON

Washington

BELLEVUE

Wyoming

JACKSON

5 office records listed · 6 total offices reported. 1 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links
Phone617-234-7000
WebsiteNot found
LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.8Bas of March 31, 2026
Discretionary100.0%
$5.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentHNWI represent 87.0% of total clients.
Top client categories% of clientsClients
1
HNWI
87.0%
215
2
Individuals
13.0%
32
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$5.8B
Total Accounts1,731
10Y AUM Change+$5.8B

Private Funds

Private funds reported by Gc Wealth Management RIA, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees44
Clients per Employee6:1
10Y Employee Change+42 (+2100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
GC WEALTH MANAGEMENT INTERMEDIATE, LLCDirect owner · Schedule AInterest in GC WEALTH MANAGEMENT RIA, LLC
75%+
GC WEALTH MANAGEMENT PARENT, LLCIndirect owner · Schedule BInterest in GC WEALTH MANAGEMENT INTERMEDIATE, LLC
75%+
GENERAL CATALYST GROUP MANAGEMENT, LLCIndirect owner · Schedule BInterest in GC WEALTH MANAGEMENT PARENT, LLC
75%+
GC MANAGEMENT PARTNERS, L.PIndirect owner · Schedule BInterest in GENERAL CATALYST GROUP MANAGEMENT, LLC
75%+
GC PARTNERS HOLDINGS, LPIndirect owner · Schedule BInterest in GCMP HOLDCO, LP
75%+
GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.Indirect owner · Schedule BInterest in GENERAL CATALYST GROUP ULTIMATE HOLDINGS, LP
75%+
GCMP HOLDCO, LPIndirect owner · Schedule BInterest in GC MANAGEMENT PARTNERS, L.P
75%+
GC GOVERNANCE LLCIndirect owner · Schedule BInterest in GCMP GP, LLC
75%+
GC PARTNERS HOLDINGS, LPIndirect owner · Schedule BInterest in GC GOVERNANCE LLC
75%+
GENERAL CATALYST GROUP MANAGEMENT MIDCO FEEDER, LPIndirect owner · Schedule BInterest in GC PARTNERS HOLDINGS, LP
75%+
GENERAL CATALYST GROUP ULTIMATE HOLDINGS, LPIndirect owner · Schedule BInterest in GENERAL CATALYST GROUP MANAGEMENT MIDCO FEEDER, LP
75%+
DAVID PAUL FIALKOWIndirect owner · Schedule BInterest in GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.
25% to < 50%
HEMANT NMN TANEJAIndirect owner · Schedule BInterest in GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.
25% to < 50%
KENNETH IRVINE CHENAULTIndirect owner · Schedule BInterest in GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.
25% to < 50%
DAVID PAUL FIALKOWIndirect owner · Schedule BInterest in GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC
25% to < 50%
HEMANT NMN TANEJAIndirect owner · Schedule BInterest in GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC
25% to < 50%
KENNETH IRVINE CHENAULTIndirect owner · Schedule BInterest in GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Gc Wealth Management RIA, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-31 · Schedules A and B

26 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1MARK JOSEPH ALLENCHIEF FINANCIAL OFFICERIndividualGC WEALTH MANAGEMENT RIA, LLCLess than 5%Code NAYesCHIEF FINANCIAL OFFICER06/2023Schedule APDF page 26
2DAVID STEVEN BRESLINEXECUTIVE VICE PRESIDENTIndividualGC WEALTH MANAGEMENT RIA, LLCLess than 5%Code NAYesEXECUTIVE VICE PRESIDENT06/2023Schedule APDF page 26
3GC WEALTH MANAGEMENT INTERMEDIATE, LLCMEMBERDomestic entityGC WEALTH MANAGEMENT RIA, LLC75% or moreCode EYesMEMBER06/2023Schedule APDF page 26
4JESSICA RILEY HALECHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICERIndividualGC WEALTH MANAGEMENT RIA, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER09/2023Schedule APDF page 26
5Christopher James WolfeCHIEF INVESTMENT OFFICERIndividualGC WEALTH MANAGEMENT RIA, LLCLess than 5%Code NAYesCHIEF INVESTMENT OFFICER11/2025Schedule APDF page 26
6Robert ThorntonCHIEF EXECUTIVE OFFICERIndividualGC WEALTH MANAGEMENT RIA, LLCLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER09/2025Schedule APDF page 26
7GC WEALTH MANAGEMENT PARENT, LLCMEMBERDomestic entityGC WEALTH MANAGEMENT INTERMEDIATE, LLC75% or moreCode EYesMEMBER06/2023Schedule BPDF page 26
8GENERAL CATALYST GROUP MANAGEMENT, LLCMEMBERDomestic entityGC WEALTH MANAGEMENT PARENT, LLC75% or moreCode EYesMEMBER06/2023Schedule BPDF page 26
9GC MANAGEMENT PARTNERS, L.PMEMBERDomestic entityGENERAL CATALYST GROUP MANAGEMENT, LLC75% or moreCode EYesMEMBER11/2018Schedule BPDF page 26
10GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLCGENERAL PARTNERDomestic entityGENERAL CATALYST GROUP MANAGEMENT MIDCO FEEDER, LPPercentage not specifiedCode FYesGENERAL PARTNER08/2022Schedule BPDF page 26
11GC PARTNERS HOLDINGS, LPLIMITED PARTNERDomestic entityGCMP HOLDCO, LP75% or moreCode EYesLIMITED PARTNER09/2025Schedule BPDF page 26
12GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.LIMITED PARTNERDomestic entityGENERAL CATALYST GROUP ULTIMATE HOLDINGS, LP75% or moreCode EYesLIMITED PARTNER01/2025Schedule BPDF page 26
13DAVID PAUL FIALKOWLIMITED PARTNERIndividualGENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.25% to less than 50%Code CYesLIMITED PARTNER12/2004Schedule BPDF page 26
14HEMANT NMN TANEJALIMITED PARTNERIndividualGENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.25% to less than 50%Code CYesLIMITED PARTNER10/2017Schedule BPDF page 27
15KENNETH IRVINE CHENAULTLIMITED PARTNERIndividualGENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.25% to less than 50%Code CYesLIMITED PARTNER02/2018Schedule BPDF page 27
16DAVID PAUL FIALKOWMEMBERIndividualGENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC25% to less than 50%Code CYesMEMBER02/2018Schedule BPDF page 27
17HEMANT NMN TANEJAMEMBERIndividualGENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC25% to less than 50%Code CYesMEMBER02/2018Schedule BPDF page 27
18KENNETH IRVINE CHENAULTMEMBERIndividualGENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC25% to less than 50%Code CYesMEMBER02/2018Schedule BPDF page 27
19GCMP HOLDCO, LPLIMITED PARTNERDomestic entityGC MANAGEMENT PARTNERS, L.P75% or moreCode EYesLIMITED PARTNER09/2025Schedule BPDF page 27
20GCMP GP, LLCGENERAL PARTNERDomestic entityGC MANAGEMENT PARTNERS, L.PPercentage not specifiedCode FYesGENERAL PARTNER12/2025Schedule BPDF page 27
21GCMP GP, LLCGENERAL PARTNERDomestic entityGCMP HOLDCO, LPPercentage not specifiedCode FYesGENERAL PARTNER12/2025Schedule BPDF page 27
22GC GOVERNANCE LLCMEMBERDomestic entityGCMP GP, LLC75% or moreCode EYesMEMBER12/2025Schedule BPDF page 27
23GC PARTNERS HOLDINGS, LPMEMBERDomestic entityGC GOVERNANCE LLC75% or moreCode EYesMEMBER12/2025Schedule BPDF page 27
24GENERAL CATALYST GROUP MANAGEMENT MIDCO FEEDER, LPLIMITED PARTNERDomestic entityGC PARTNERS HOLDINGS, LP75% or moreCode EYesLIMITED PARTNER12/2022Schedule BPDF page 27
25GENERAL CATALYST GROUP ULTIMATE HOLDINGS, LPLIMITED PARTNERDomestic entityGENERAL CATALYST GROUP MANAGEMENT MIDCO FEEDER, LP75% or moreCode EYesLIMITED PARTNER01/2025Schedule BPDF page 27
26GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLCGENERAL PARTNERDomestic entityGENERAL CATALYST GROUP ULTIMATE HOLDINGS, LPPercentage not specifiedCode FYesGENERAL PARTNER01/2025Schedule BPDF page 27

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/31/2026 3:11:15 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.