GTG WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- ELM GROVE, Wisconsin
- CRD number
- 126273
- Website
- www.gtgwealth.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
GTG Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm describes itself as a capital allocator and lists advisory services that include financial planning, pension consulting and the selection of other advisers. Its stated fee mix includes hourly charges, fixed fees and other non-investment-fee arrangements. GTG is not identified as an active ESG investor and is not characterized as a multi-state adviser. The firm also lists an affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2GERALD GAMBATESE
OwnerCRD 2224990
TIMOTHY GAMBATESE
MemberCRD 2340815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ELM GROVE, WI
WAUKESHA
Location
ELM GROVE, WI
Headquartered in ELM GROVE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- 12970 W Bluemound Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
FAMILY INVESTMENT PLANNING, LLC
RIAELM GROVE, WI
WINDERMERE WEALTH ADVISORS, LLC
RIAELM GROVE, WI
LIBERTY FINANCIAL GROUP, INC.
RIAELM GROVE, WI
MADISON INVESTMENT ADVISORS, LLC
RIAMADISON, WI
GRANITE FINANCIAL GROUP
RIABROOKFIELD, WI
KRAMER INVESTMENT SERVICES, LLC
RIALAKE GENEVA, WI