Gp Wealth Management, LLC

Gp Wealth Management, LLC (CRD# 163442) is a financial advisory firm headquartered in , . They manage $2,300,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $191,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gp Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter W. Lee
CRD#: 5989071
Alameda, CA
93
Wealthminder
score

Peter Lee (CRD# 5989071) is an Investment Advisor Representative working at Gp Wealth Management, LLC in Alameda, CA and has over 5 years of experience in the finance industry.

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