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GC WEALTH MANAGEMENT RIA, LLC
CRD 327269File 801-128318
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.83B
Top 25% of cohort (national)
Discretionary AUM
$5.83B
Clients
247
1,731 accounts
Employees
44
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 3, 2023
- Principal office
- 20 UNIVERSITY ROAD, 4TH FLOOR, CAMBRIDGE, MA, 02138-5815
- Phone
- 617-234-7000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.83B
- Discretionary AUM
- $5.83B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,731
- Non-discretionary accounts
- 0
- Total accounts
- 1,731
- AUM per client
- $23.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $195K |
| Charitable organizations | Fewer than 5 | $24.9M |
| High net worth individuals | 215 | $5.80B |
| Individuals (other than high net worth individuals) | 32 | $10.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.