GP Wealth Management, LLC

Overview

GP Wealth Management, LLC is a small, discretionary advisory firm organized as a limited liability company that focuses on portfolio management for individual and small business clients. The firm charges fees as a percentage of assets under management and shows a clear investment preference toward publicly traded equities, using exchange-listed securities and ETFs as the primary building blocks of client portfolios. GP Wealth Management is not positioned as an ESG-focused advisor, and its client base is described as individual and family relationships rather than institutional pension or multi-state programs. Given its size and business activities, the firm appears to operate as a boutique wealth manager: hands-on, concentrated in equities, and likely providing individualized portfolio advice rather than large-scale institutional solutions. The firm reports discretionary management authority across its assets, which supports a centralized decision-making process for day-to-day trading and rebalancing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices