GP WEALTH MANAGEMENT, LLC

GP WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 163442). Regulatory assets under management: $12.9M.

Registration

• CRD: 163442
• Type: Registered investment adviser
• Phone: (510) 282-7681
• Latest filing: 2026-03-31
• Regulatory AUM: $12.9M
• Discretionary AUM: $12.9M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM.

Clients served: 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 163442 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search