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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber capital
- Established Date
- 03-23-2018
- Office Locations
- 2
Office Locations
About GCB Private Wealth
GCB Private Wealth is a fee-only, independent private wealth advisory firm founded by Brad Bolnick. The team serves executives, entertainers/artists, and entrepreneurs with sophisticated financial planning, portfolio management, and concierge-level service, building values-aligned, diversified portfolios. It also supports employers with 401(k)/403(b) plan management, including 3(38) fiduciary coverage. Custody through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRADLEY JAY BOLNICK
Chief Compliance Officer, Managing Partner, Wealth Advisor
- CRD
- #5597614
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Althea E Maravelas
--
- CRD
- #5094765
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,392,304 | -- |
| Non-Discretionary | $5,241,004 | -- |
| Total | $39,633,308 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,633,308
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,102,367,300 | 14.5% |
| Public Funds | $1,041,547,036 | 13.7% |
| Cash | $843,881,175 | 11.1% |
| Derivatives | $942,714,105 | 12.4% |
| U.S. Government/Agency | $2,121,106,737 | 27.9% |
| Corporate - Investment Grade | $1,109,969,833 | 14.6% |
| Corporate - Non-Investment Grade | $440,946,920 | 5.8% |
| Total | $7,602,533,106 | 100.0% |