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GT WEALTH LLC
CRD 315874
336 CUMBERLAND ST S, LEBANON, PA, 17042, United States
Phone
570-269-5055
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.4M
Discretionary AUM
$3.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEMPLOYEE BENEFIT PLAN SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.0M |
| High net worth individuals | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD