Overview
Assets Under Management: $216 million
High-Net-Worth Clients: 68
Average Client Assets: $0.9 million
Frequently Asked Questions
GINSLER WEALTH MANAGEMENT INC. 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 #337557), GINSLER WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
GINSLER WEALTH MANAGEMENT INC. serves 68 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, GINSLER WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GINSLER WEALTH MANAGEMENT INC. manages $216 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, GINSLER WEALTH MANAGEMENT INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.56%
Average Client Assets: $0.9 million
Total Client Accounts: 257
Discretionary Accounts: 241
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 337557
Filing ID: 2029412
Last Filing Date: 2025-11-21 16:08:44