GAINSPOLETTI WEALTH PLANNERS

Legal name: GAINSPOLETTI WEALTH PLANNERS ADVISORY LLC

CRD 333768File 801-132267

APPROVED

Retail clients

Custody

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$127.0M

Bottom 25% of cohort (national)

Discretionary AUM

$127.0M

Clients

250

326 accounts

Employees

Bottom 25% of cohort in MS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Mar 28, 2025
Principal office: 805 W SUNFLOWER RD, CLEVELAND, MS, 38732
Phone: 662-843-6090
Website: https://www.gainspoletti.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $127.0M
Discretionary AUM: $127.0M
Non-discretionary AUM: $0
Discretionary accounts: 326
Non-discretionary accounts: 0
Total accounts: 326
AUM per client: $508K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$13.0M
Charitable organizations	Fewer than 5	$1.4M
High net worth individuals	45	$78.0M
Individuals (other than high net worth individuals)	205	$34.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Publications
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 11

This 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.