Gfg Wealth, Llc
- Regulatory AUM
- $307M
- Discretionary
- $307M
- Clients
- 315
- Avg AUM / client
- $973K
- Accounts
- 315
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 315 | $307M | 100.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Claudio M Gambin Neto | Chief Executive Officer / President / Managing Member | Jul 2024 (2y) | 75% or more | |
| Holt, Grace, Hunter | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Michelle Taylor | Registered representative | Sep 2024 (2y) | ||
| Benjamin Alec Richardson | Registered representative | Oct 2024 (2y) | ||
| Matthew Nicholas Ferratusco | Registered representative | Jan 2026 (1y) | ||
| Corey Joseph Wojnarowski | Registered representative | Apr 2026 (0y) | ||
| Chelsea Ann Santos | Registered representative | Jun 2026 (0y) | ||
| Jackson Eric Galley | Registered representative | Jun 2026 (0y) | ||
| Jonathan Michael Thomas | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $229M (75% of AUM) Jul 2026
- National Financial Services (Fidelity) $151M (100% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗