Great Bay Wealth Management
RIASEC Registered
Total AUM
$28.3M
Discretionary
$28.3M
100% of AUM
Avg account
$534K
Accounts
53
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170686
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI68.04%
- Individuals31.96%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Great Bay Wealth Management is a small, owner-operated LLC that provides fee-based portfolio management primarily to individual and family clients and small businesses. The firm charges clients on a percentage-of-AUM basis and also uses hourly billing for certain services. Its stated advisory activity centers on discretionary portfolio management rather than institutional pension consulting or multi-state advisory platforms. Great Bay is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities38%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1
Stephen Johnson
Founder and PresidentCRD 1238003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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