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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

GFM ASSET MANAGEMENT LLC

CRD 283810

WEINFELDEN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:651f7c78-1510-0d53-cc5c-ee6afecb1ee3

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: May 10, 2016 to Mar 31, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $27.5MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $27.5M
Private client RAUM: $24.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $9.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 63
Individual clients: 17
High net worth clients: 20
SEC number: 801-107841
CRD: 283810
Filings on the tape: 19
First filed: May 10, 2016
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: gfmasset.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TARIQ ANWAR DENNISON	n/a	Weinfelden	5	22	3	no
GEOFFREY ALLEN GALBRAITH	n/a	Maumee, OH	5	11	1	no
JEREMY SCOTT WOLF	n/a	Weinfelden	2	25	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DENNISON, TARIQ, ANWAR	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	04/2016	May 10, 2016	Apr 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$27.5M	$27.5M	3	3	0	n/a	n/a
2024	Mar 3, 2025	$22.6M	$22.6M	3	3	0	n/a	n/a
2023	Apr 15, 2024	$28.0M	$12.4M	3	3	0	n/a	n/a
2022	Mar 31, 2023	$24.0M	$24.0M	2	2	0	n/a	n/a
2021	Mar 28, 2022	$24.0M	$24.0M	2	2	0	n/a	n/a
2020	Feb 8, 2021	$15.0M	$5.5M	2	2	0	n/a	n/a
2019	Feb 14, 2020	$10.0M	$3.0M	1	1	0	n/a	n/a
2018	Jan 23, 2019	$2.1M	$2.1M	1	1	0	n/a	n/a
2017	Mar 6, 2018	$1.2M	$1.2M	1	1	0	n/a	n/a
2016	Apr 7, 2017	$1.0M	$1.0M	1	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$27.5M	$22.6M	21.4%	$24.0M	4.6%	3	3	0	0

Relationships

Affiliated with (1)

← MANENTIA WEALTH CONSULTING INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← JEREMY SCOTT WOLFAdvisorregistration: previous registration
Oct 30, 2023 to Dec 31, 2023factForm ADV
← GEOFFREY ALLEN GALBRAITHAdvisorregistration: previous registration
Nov 16, 2020 to Dec 31, 2020factForm ADV
← TARIQ ANWAR DENNISONAdvisorregistration: previous registration
Mar 8, 2018 to Dec 31, 2020factForm ADV

Controls (1)

← DENNISON, TARIQ, ANWAROwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 10, 2016 to Apr 15, 2024factForm ADV

Dated events

Occurred
May 10, 2016
First Form ADV filing
Gfm Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:651f7c78-1510-0d53-cc5c-ee6afecb1ee3
First observed: May 10, 2016
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GFM ASSET MANAGEMENT LLC

CRD 283810

WEINFELDEN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:651f7c78-1510-0d53-cc5c-ee6afecb1ee3

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TARIQ ANWAR DENNISON

n/a

Weinfelden

GEOFFREY ALLEN GALBRAITH

n/a

Maumee, OH

JEREMY SCOTT WOLF

n/a

Weinfelden

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DENNISON, TARIQ, ANWAR

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

04/2016

May 10, 2016

Apr 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$27.5M

n/a

2024

Mar 3, 2025

$22.6M

n/a

2023

Apr 15, 2024

$28.0M

$12.4M

n/a

2022

Mar 31, 2023

$24.0M

n/a

2021

Mar 28, 2022

$24.0M

n/a

2020

Feb 8, 2021

$15.0M

$5.5M

n/a

2019

Feb 14, 2020

$10.0M

$3.0M

n/a

2018

Jan 23, 2019

$2.1M

n/a

2017

Mar 6, 2018

$1.2M

n/a

2016

Apr 7, 2017

$1.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$27.5M

$22.6M

21.4%

$24.0M

4.6%