GFG Wealth provides portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
GFG Wealth reports 315 high-net-worth individuals. Of its assets, 100.0% ($307M across 315 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $223M.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 315 | $307M | 100.0% | $973K |
| Total | 315 | $307M | 100% | $973K |
- Clients
- 315
- Regulatory AUM
- $307M
- AUM share
- 100.0%
- Avg. per client
- $973K
Total
- Clients
- 315
- Regulatory AUM
- $307M
- AUM share
- 100%
- Avg. per client
- $973K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
GFG Wealth is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Claudio Gambin Neto owns 75% or more of GFG Wealth. Claudio Gambin Neto is CEO. It has 11 employees, 6 of them in advisory roles.
Leadership
- Claudio Gambin NetoChief Executive Officer / Chief Compliance Officer / President / Managing Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Matthew Nicholas Ferratusco
- Jackson Eric Galley
- Claudio M Gambin Neto
- Benjamin Alec Richardson
- Chelsea Ann Santos
- Michelle Taylor
- Corey Joseph Wojnarowski
Staff
- 11 employees
- 6 in advisory functions
- 7 state-registered reps
- 5 insurance agents
- Owns 75% or more of GFG Wealth, LLC
Claudio Gambin Neto
Control person · since July 2024
GFG Wealth’s regulatory assets grew from $229M (July 2025) to $307M (October 2026); clients were 315 in both filings and employees fell from 27 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| October 2026 | $307M | 315 | 11 | 1 |
| July 2025 | $229M | 330 | 27 | 1 |
Besides its headquarters, GFG Wealth has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 150 N. Orange Street, Suite 340, OrlandoHQ
Contact and registration details
- Legal name
- GFG Wealth, LLC
- Headquarters
- 150 N. Orange Street, Suite 340, Orlando, FL 32801
- Website
- gfgsolutions.com
- Phone
- 407-627-0091
- SEC file
- 801-130954
- Structure
- Florida LLC
- Fiscal year end
- December
GFG Wealth uses Charles Schwab ($229M) as custodian for its separately managed accounts. GFG Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $229M100%
At year end, GFG Wealth’s separately managed accounts were mostly in stocks (73%) and bonds (18%).
What the accounts hold
- Stocks73%
- Exchange-traded equities46%
- Non-exchange-traded equities27%
- Funds7%
- Bonds18%
- U.S. government and agency bonds11%
- State and local bonds6%
- Investment grade corporate bonds1%
- Cash2%
How many clients does GFG Wealth have?
GFG Wealth has 315 clients and manages $307 million for them, as of October 2026. They include 315 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does GFG Wealth offer?
GFG Wealth provides portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does GFG Wealth use?
GFG Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $229M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does GFG Wealth have?
GFG Wealth has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does GFG Wealth invest in?
At the end of its last fiscal year, GFG Wealth’s separately managed accounts held 46% exchange-traded equities, 27% non-exchange-traded equities, 11% U.S. government and agency bonds, 7% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns GFG Wealth?
GFG Wealth’s direct owner is Claudio Gambin Neto (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does GFG Wealth get paid?
GFG Wealth is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact GFG Wealth?
GFG Wealth’s main office is at 150 N. Orange Street, Suite 340, Orlando, FL 32801. Its phone number is 407-627-0091. Its website is gfgsolutions.com.