GC Wealth Management RIA, LLC

RIASEC Registered
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$3.4M
Accounts
1,731
Employees
44
Advisory reps
38

Firm details

Headquarters
Cambridge, Massachusetts
CRD number
327269
Registered since
August 3, 2023
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.39%
  • Charitable Organizations0.43%
  • Individuals0.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

GC Wealth Management Ria, LLC is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registration year 2023) and describes itself as a capital allocator serving individual and family clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients, and the firm also engages in selection of other advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, State & Local Bonds 20%, Cash & Cash Equivalents 8%, US Government Bonds 6%, Investment Grade Corp Bonds 6%, Public Funds/Mutual Funds 3%, Sovereign Bonds 1%, Private Funds 1%54%
  • Exchange Traded Equities54%
  • State & Local Bonds20%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • Investment Grade Corp Bonds6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 184

Active vs passive

$515M in ETFs

Passive

90%

$463M

Active

4%

$52M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$68.7M89,69813.33%

Location

Primary office

Cambridge, MA

Middlesex

Location

Cambridge, MA

Headquartered in Cambridge, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
20 University Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth