GREAT WEALTH INVESTMENTS
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 310135
- Website
- greatwealthinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI52.1%
- Individuals47.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Great Wealth Investments is an independent, individual-owned wealth advisory firm organized as an LLC that focuses on serving individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses and business/institutional accounts. The firm charges a mix of percentage-of-AUM and fixed fees. Filings identify an industry affiliation with an insurance company and indicate the firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
2 of 2JOHAN ROSSI
Investment Adviser RepresentativeCRD 7042037
ANTONIO GONZALEZ
Investment Adviser RepresentativeCRD 3023675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 433 Plaza Real
- Time zone
- ET (UTC-5)
- Office locations
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