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GP Wealth Management, LLC

GP Wealth Management, LLC. CRD 163442

G

CRD: 163442

GP Wealth Management, LLC

Alameda, CA
5102827681
gpwealth.ca
$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Horizon waveElement +more
Established Date
06-21-2012
Office Locations
1

Office Locations

-- Alameda CA

About GP Wealth Management, LLC

GP Wealth is a family-owned advisory firm providing wealth management alongside insurance and banking/lending solutions. The practice supports retail clients—including entrepreneurs—with retirement, investment, and estate/insurance planning, using a mix of mutual funds, GICs, and ETF-based portfolios (via Interactive Brokers). Publishes quarterly market commentary and educational planning content.

Team overview

-- AVG AGE
$12.9M AVG AUM / ADVISOR
$806.3K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Timber fusion Element Capital Legacy atlas

Client Personas

Focus Prime Delta summit

Custodian

Optima Eagle ridge North element Oak prime Momentum Catalyst Crest Eagle Zenith Vertex Ember summit Ember quantum

Investment Themes

Harbor Momentum Beacon prime Matrix alpha Optima vector Atlas bridge Momentum value

Investment Vehicles

Frontier

Services

Eagle momentum Vertex Capital Value harbor Fusion quantum Bridge vertex Legacy Value unison Eagle Foundation

Technology

Unison Vector Delta beacon Beacon Oak Unison foundation

Owner & Executives

P

PETER WING HEI LEE

Chief Compliance Officer, Chief Executive Officer, President, Senior Wealth Advisor

CRD
#5989071
Ownership
75% or more
(451) 806-5992
fusion.bridge@meridiancapital.com
in linkedin.com/in/insight-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,900,000 --
Non-Discretionary $0 --
Total $12,900,000 --

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Separately Managed Accounts

Total SMA Asset: $12,900,000

$12.9M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $568,471,276 100.0%
Total $568,471,276 100.0%

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