GUSTAFSSON WEALTH MANAGEMENT, INC.

GUSTAFSSON WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 138109). Regulatory assets under management: $11.9M.

Registration

• CRD: 138109
• Type: Registered investment adviser
• Phone: 770-753-2700
• Latest filing: 2026-03-30
• Regulatory AUM: $11.9M
• Discretionary AUM: $9.7M
• Non-discretionary AUM: $2.3M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 138109 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search