GRAMERCY PARK WEALTH ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2014

Total AUM

$108M

Discretionary

0% of AUM

Accounts

333

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: NASHVILLE,
CRD number: 170171
Registered since: November 18, 2014
Website: www.gpwealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.85%
Individuals24.15%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gramercy Park Wealth Advisors, LLC is an SEC-registered limited liability company that operates as an independent broker‑dealer and provides advisory services focused on individuals and families. The firm, established in 2014 and owned by an individual, offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Gramercy Park does not position itself as a capital allocator, is not an active ESG investor, and is not designated as a multi‑state adviser.