GTG WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
ELM GROVE, Wisconsin
CRD number
126273
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • GERALD GAMBATESE

    OwnerCRD 2224990

  • TIMOTHY GAMBATESE

    MemberCRD 2340815

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth