Overview
Assets Under Management: $447 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 110
Average Client Assets: $3.0 million
Frequently Asked Questions
GGM WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111509), GGM WEALTH ADVISORS is subject to fiduciary duty under federal law.
GGM WEALTH ADVISORS is headquartered in BALTIMORE, MD.
GGM WEALTH ADVISORS serves 110 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, GGM WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GGM WEALTH ADVISORS manages $447 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, GGM WEALTH ADVISORS serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.35%
Average Client Assets: $3.0 million
Total Client Accounts: 889
Discretionary Accounts: 882
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 111509
Filing ID: 1968942
Last Filing Date: 2025-03-26 14:56:00