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Gc Wealth Management Ria, LLC CRD 327269
$5.83B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-06-03 |
Branch Locations
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
172 N Center Street Ste 202, Jackson, WY 83001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Jackson | WY | 01/2013 | 03/2020 |
| Wells Fargo Clearing Services, Llc | Jackson | WY | 01/2018 | 03/2020 |
| First Republic | Jackson | WY | 03/2020 | 09/2023 |
| Catalytic Wealth Management | Jackson | WY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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