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GC Wealth Management RIA, LLC

GC Wealth Management RIA, LLC. CRD 327269

GC Wealth Management RIA, LLC logo

CRD: 327269

GC Wealth Management RIA, LLC

Cambridge, MA, 02138
6172347000
www.generalcatalyst.com/wealth
$5.8B Total AUM
$5.8B Disc. AUM
-- 3Y CAGR
44 Employees
247 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Unison
Established Date
06-01-2023
Office Locations
7

Office Locations

172 Center ST STE 202 Jackson WY
20 University Road 4TH Floor Cambridge MA
500 108th Avenue NE Suite 1100 Bellevue WA

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.

Team overview

38 AVG AGE
$171.6M AVG AUM / ADVISOR
$23.6M AVG AUM / CLIENT
1.8 yrs AVG TENURE
44 Employees
34 Advisory Reps
34 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Harbor insight Vital Unison eagle North meridian Glacier Momentum radial Wave Focus matrix Unison radial Vital Matrix Oak Summit

Client Personas

Timber fusion

Custodian

Insight vector

Investment Themes

Atlas Beacon signal Capital

Investment Vehicles

Momentum prime Ember vertex

Platform

Catalyst

Services

Delta Zenith Catalyst Insight Delta beacon Wave harbor Delta momentum

Technology

Vital

Owner & Executives

MARK JOSEPH ALLEN

MARK JOSEPH ALLEN

Chief Financial Officer

CRD
--
Ownership
Less than 5%
(813) 673-2116
ridge.ridge@timbercapital.com
in linkedin.com/in/pioneer-wave
DAVID STEVEN BRESLIN

DAVID STEVEN BRESLIN

EXECUTIVE VICE PRESIDENT, Wealth Manager

CRD
#4469179
Ownership
Less than 5%
(513) 217-9085
value.oak@capitalcapital.com
in linkedin.com/in/wave-wave
H

Horizon capital

Vertex ember signal

CRD
#65456
Ownership
26.2%
(981) 414-2870
fusion.ridge@catalystcapital.com
in linkedin.com/in/north-wave

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Contacts

ARIF AHMED

ARIF AHMED

EVP, Head of Family Office

CRD
#3099755
(896) 281-5905
quantum.capital@optimacapital.com
in linkedin.com/in/frontier-quantum
K

Kim-Tieng Tear Baron

Client Service Associate

CRD
#6702434
(300) 339-9624
focus.bridge@glaciercapital.com
in linkedin.com/in/meridian-capital
S

Signal wave

Crest matrix

CRD
#25677
(529) 774-8326
peak.vector@momentumcapital.com
in linkedin.com/in/harbor-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2023
11-11-2024
12-10-2025
03-31-2026
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

Total SMA Asset: $5,832,937,576

$5.8B Total SMA
Equity - Exchange:
7.3%
Municipal Bonds:
5.7%
Cash:
15.6%
Corporate - Investment Grade:
22.9%
U.S. Government/Agency:
5.6%
Public Funds:
19.3%
Private Funds:
18.8%
Sovereign Bonds:
4.8%
Asset class Assets Assets %
Equity - Exchange $635,378,471 7.3%
Municipal Bonds $496,117,436 5.7%
Cash $1,357,795,088 15.6%
Corporate - Investment Grade $1,993,173,559 22.9%
U.S. Government/Agency $487,413,621 5.6%
Public Funds $1,679,836,231 19.3%
Private Funds $1,636,317,158 18.8%
Sovereign Bonds $417,783,104 4.8%
Total $8,703,814,668 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VALUE VITAL ATLAS FRONTIER UNISON TIG6HE710 UYLH 7.41% $48,185,208
PIONEER CATALYST FOUNDATION CAPITAL DDY1AK025 QJSRE 10.51% $70,695,982
VITAL NORTH MERIDIAN EAGLE A5ABFPKG6 UGX 6.42% $70,128,245
EMBER FOCUS TIMBER SIGNAL SIGNAL 4FW8G92YC HYZON 2.71% $26,541,386
GLACIER UNISON NORTH GLACIER VTCG1IND5 EIZB 8.64% $24,098,829
MOMENTUM VERTEX VITAL FUSION FOUNDATION GGDLYCC1R IAYK 11.46% $61,801,796
VECTOR PATHWAY PIONEER FOCUS VECTOR 0AT25JFLH JKG 2.52% $22,197,327
PATHWAY NORTH MATRIX ZENITH NORTH PQG1IW66T GVS 10.49% $18,450,909

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