{"url":"https://nivawealth.com/firms/gfg-wealth-331977","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331977","regulatoryAum":306638684,"crd":"331977","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5995653","suffix":null,"lastName":"FERRATUSCO","firstName":"MATTHEW","middleName":"NICHOLAS"},{"crd":"8301764","suffix":null,"lastName":"Galley","firstName":"Jackson","middleName":"Eric"},{"crd":"5752180","suffix":null,"lastName":"GAMBIN NETO","firstName":"CLAUDIO","middleName":"M"},{"crd":"7827191","suffix":null,"lastName":"Richardson","firstName":"Benjamin","middleName":"Alec"},{"crd":"8301735","suffix":null,"lastName":"Santos","firstName":"Chelsea","middleName":"Ann"},{"crd":"6549977","suffix":null,"lastName":"Taylor","firstName":"Michelle","middleName":null},{"crd":"6627360","suffix":null,"lastName":"Wojnarowski","firstName":"Corey","middleName":"Joseph"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-21","regulatoryAum":228602386,"clients":330,"employees":27,"offices":1},{"filedOn":"2026-10-01","regulatoryAum":306638684,"clients":315,"employees":11,"offices":1}],"secFileNumber":"801-130954","legalName":"GFG Wealth, LLC","displayName":"GFG Wealth","slug":"gfg-wealth-331977","website":"https://gfgsolutions.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"150 N. 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Orange Street, Suite 340","city":"Orlando","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","financial planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-627-0091","stateRegisteredReps":7,"otherAdviserReps":5,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":46},{"label":"Non-exchange-traded equity securities","percent":27},{"label":"U.S. government/agency bonds","percent":11},{"label":"U.S. state and local bonds","percent":6},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":7},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"1 October 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331977/PDF/331977.pdf","brochureDate":"29 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059416","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does GFG Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does GFG Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does GFG Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does GFG Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does GFG Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns GFG Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does GFG Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact GFG Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}