CRD: 327269
GC Wealth Management RIA, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2023
- Office Locations
- 9
Office Locations
About GC Wealth Management RIA, LLC
GC Wealth is an independent, full-service wealth management firm serving transformational individuals, families, and organizations. The team emphasizes transparent, tax-efficient portfolio management, liquidity planning, and personalized financial and estate planning with coordinated reporting. Differentiated by proximity to the technology and venture ecosystem, it provides sourced private-market access and institutional investor relationships, delivered via the GeoWealth platform.
Reported data analysis
What the numbers show
Between December 10, 2025 and March 31, 2026, reported AUM increased 170.9%, from $2.2B to $5.8B.
Across 4 reported observations, AUM increased 483.0% between December 21, 2023 and March 31, 2026, from $1.0B to $5.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 34 advisory representatives and 247 clients, or 7.3 clients per representative. That equates to $23.6M in reported AUM per client.
The profile lists 9 reported office locations and 3 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full GC Wealth Management RIA, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK JOSEPH ALLEN
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
DAVID STEVEN BRESLIN
EXECUTIVE VICE PRESIDENT, Wealth Manager
- CRD
- #4469179
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
ARIF AHMED
EVP, Head of Family Office
- CRD
- #3099755
Kim-Tieng Tear Baron
Client Service Associate
- CRD
- #6702434
Showing 2 of 37 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,832,937,576 | $3,369,692 |
| Non-Discretionary | $0 | -- |
| Total | $5,832,937,576 | $3,369,692 |
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Separately Managed Accounts
SMA allocation detail is available
GC Wealth Management RIA, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
GC Wealth Management RIA, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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