$127.0M Total AUM
$127.0M Disc. AUM
-- 3Y CAGR
3 Employees
250 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MomentumVector +more
- Established Date
- 02-01-2025
- Office Locations
- 2
Office Locations
2042 Mcingvale Road Hernando MS
805 W Sunflower RD Cleveland MS
About Gainspoletti Wealth Planners
Gainspoletti Wealth Planners is an SEC-registered RIA providing personalized wealth management, combining financial and retirement planning with ongoing portfolio management. The team builds client-specific asset allocations using a mix of ETFs, mutual funds, and fixed income, with planning support for divorce, estate/charitable giving, and trusts. Based in Mississippi with offices in Cleveland and Hernando.
Team overview
-- AVG AGE
$42.3M AVG AUM / ADVISOR
$508.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Summit summit Momentum optima
Custodian
Wave
Investment Themes
Momentum Vital
Investment Vehicles
Timber ember
Services
Zenith focus Legacy glacier Alpha atlas Catalyst insight Prime crest Eagle Unison optima Ember Pioneer north
Technology
Harbor value Meridian focus Wave timber
Owner & Executives
GARY MICHAEL GAINSPOLETTI
President
- CRD
- #2766454
- Ownership
- 75% or more
(711) 511-4470
unison.vertex@unisoncapital.com
in linkedin.com/in/eagle-north
D
DONNA BARBARA DIMARIA
CCO
- CRD
- #1406234
- Ownership
- Less than 5%
(289) 406-6684
eagle.ridge@glaciercapital.com
in linkedin.com/in/prime-beacon
Showing 2 of 2 owners & executives
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JAMES RUSSELL GAINSPOLETTI
--
- CRD
- #4696407
(719) 372-9825
oak.element@zenithcapital.com
in linkedin.com/in/focus-glacier
B
Brandyn Halat Skeen
--
- CRD
- #5521358
(373) 700-8700
focus.foundation@wavecapital.com
in linkedin.com/in/vertex-eagle
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,000,000 | $389,571 |
| Non-Discretionary | $0 | -- |
| Total | $127,000,000 | $389,571 |
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Separately Managed Accounts
Total SMA Asset: $127,000,000
Equity - Exchange:
5.0% Public Funds:
22.2% Cash:
19.2% U.S. Government/Agency:
14.7% Corporate - Investment Grade:
14.3% Municipal Bonds:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $402,836,527 | 5.0% |
| Public Funds | $1,788,594,181 | 22.2% |
| Cash | $1,546,892,265 | 19.2% |
| U.S. Government/Agency | $1,184,339,390 | 14.7% |
| Corporate - Investment Grade | $1,152,112,468 | 14.3% |
| Municipal Bonds | $1,981,955,714 | 24.6% |
| Total | $8,056,730,545 | 100.0% |