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- Custodian
- Apex · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Optima fusionOptima +more
- Established Date
- 09-10-2020
- Office Locations
- 2
Office Locations
About Great Wealth Investments
Great Wealth Investments provides straightforward wealth planning and discretionary portfolio management for hard-working professionals, families, and self-made business owners. The team builds personalized, goal-based strategies covering retirement, taxes, education, business exits, and cash-flow management, with a disciplined, transparent investment approach often implemented via public funds/ETFs. Client accounts are custodied with firms including Charles Schwab and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
ANTONIO A GONZALEZ
Advisor, Chief Executive Officer
- CRD
- #3023675
- Ownership
- 50% but less than 75%
JOHAN ROSSI
Chief Compliance Officer, Managing Member, Private Wealth Advisor
- CRD
- #7042037
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,912,410 | -- |
| Non-Discretionary | $659,094 | -- |
| Total | $15,571,504 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,571,504
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,317,900,953 | 32.4% |
| Equity - Exchange | $1,338,238,931 | 32.9% |
| Cash | $907,073,804 | 22.3% |
| Corporate - Investment Grade | $504,381,847 | 12.4% |
| Total | $4,067,595,535 | 100.0% |