GT WEALTH LLC

GT WEALTH LLC of LEBANON, PA is an SEC-registered investment adviser (CRD 315874). Regulatory assets under management: $3.4M.

Registration

• CRD: 315874
• Type: Registered investment adviser
• Location: 336 CUMBERLAND ST S, LEBANON, PA, 17042
• Phone: 570-269-5055
• Latest filing: 2026-03-19
• Regulatory AUM: $3.4M
• Discretionary AUM: $3.4M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315874 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search