GT WEALTH LLC

Overview

GT Wealth LLC is an independent, owner-operated Registered Investment Adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm positions itself as a capital allocator and uses third-party managers when appropriate, particularly for alternative exposures. Its fee model combines a percentage of assets under management with the option for fixed fees, and its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Investment activity centers on pooled public vehicles—primarily mutual funds—rather than large direct stock portfolios. The firm is not an active ESG investor, is not structured as a multi-state adviser, and does not act as a pension consultant. Given its client base and service set, GT Wealth LLC appears focused on tailored wealth planning and manager selection for a very small roster of clients rather than scale-driven, institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices