$3.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Harbor eagleAtlas
- Established Date
- 11-12-2021
- Office Locations
- 1
Office Locations
336 Cumberland ST S Lebanon PA
About GT Wealth LLC
Beyond Your Exit Wealth Management provides retirement-focused financial planning and ongoing, tax-aware investment guidance for federal employees and near-retirees. Its GT LifePath 5-step process centers on clients’ values and lifestyle goals, then keeps investments and tax strategy aligned through regular reviews. Custody available through Charles Schwab.
Team overview
36 AVG AGE
$3.4M AVG AUM / ADVISOR
$480.1K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Oak delta Peak quantum
Custodian
Pioneer zenith Capital vertex Delta
Investment Themes
Insight Catalyst wave Insight
Investment Vehicles
Fusion
Services
Meridian Meridian Matrix value Radial Glacier wave Bridge frontier Value Unison
Technology
Timber Eagle
Owner & Executives
THOMAS E POLTERSDORF
Chief Compliance Officer, Owner
- CRD
- #5778551
- Ownership
- 75% or more
(983) 228-6821
element.crest@oakcapital.com
in linkedin.com/in/quantum-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,360,978 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,360,978 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,360,978
Public Funds:
19.7% Equity - Exchange:
17.8% Cash:
62.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $187,716,467 | 19.7% |
| Equity - Exchange | $169,611,833 | 17.8% |
| Cash | $595,547,169 | 62.5% |
| Total | $952,875,469 | 100.0% |