G
CRD: 138109
Gustafsson Wealth Management, Inc.
$11.9M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2005
- Office Locations
- 1
Office Locations
-- Canton GA
About Gustafsson Wealth Management, Inc.
Gustafsson Wealth Management, Inc. is an Atlanta-based, owner-led RIA providing financial planning, tax planning, insurance guidance, and portfolio construction for retail clients. The firm emphasizes asset-allocation portfolios using ETFs and mutual funds, with experience across real estate, hedge funds, and digital assets. Custody via Fidelity/NFS.
Team overview
46 AVG AGE
$11.9M AVG AUM / ADVISOR
$425.8K AVG AUM / CLIENT
20.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARCUS JOHAN GUSTAFSSON
President
- CRD
- #4294798
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,655,663 | -- |
| Non-Discretionary | $2,267,312 | -- |
| Total | $11,922,975 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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