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GFG SOLUTIONS
Legal name: GFG WEALTH, LLC
CRD 331977File 801-130954
APPROVED
Retail clients
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$306.6M
Below cohort median (national)
Discretionary AUM
$306.6M
Clients
315
315 accounts
Employees
11
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 11, 2024
- Principal office
- 150 N. ORANGE STREET, SUITE 340, ORLANDO, FL, 32801
- Phone
- 407-627-0091
- Website
- https://gfgsolutions.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $306.6M
- Discretionary AUM
- $306.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 315
- Non-discretionary accounts
- 0
- Total accounts
- 315
- AUM per client
- $973K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 315 | $306.6M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 18 | decreased by9 |
| Apr 1, 2026 | Clients | 330 | 315 | decreased by15 |
| Apr 1, 2026 | AUM | $228,602,386 | $306,638,684 | increased by$78,036,298 |
| Apr 1, 2026 | Accounts | 666 | 315 | decreased by351 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 27 | increased by21 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GFG SOLUTIONS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GFG SOLUTIONS” may also match similarly-named firms). Confirm identity against each filing.
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.