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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

GDM ADVISORY GROUP LTD

CRD 106153

FORT WASHINGTON, PA

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:8059a2f8-f910-404d-e36c-7509b0275aac

Data as of Sep 13, 2018 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2012 to Sep 13, 2018
13 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $471MItem 5.F on the latest filing (2018-09-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $471M
Private client RAUM: $471MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 830
Individual clients: 110
High net worth clients: 140
SEC number: 801-44977
CRD: 106153
Filings on the tape: 13
First filed: Mar 12, 2012
Latest filed: Sep 13, 2018
Organised: Corporation, Pennsylvania

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
MEYER, GLENN, DAVID	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	09/1993	Mar 12, 2012	Sep 13, 2018

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
2017	Feb 15, 2018	$471M	$471M	2	1	0	n/a	n/a
2016	Feb 28, 2017	$437M	$437M	2	1	n/a	n/a	n/a
2015	Mar 2, 2016	$413M	$413M	2	1	n/a	n/a	n/a
2014	Mar 26, 2015	$411M	$411M	2	1	n/a	n/a	n/a
2013	Mar 17, 2014	$410M	$410M	2	1	n/a	n/a	n/a
2012	Mar 18, 2013	$338M	$338M	2	1	n/a	n/a	n/a
2011	Mar 12, 2012	$308M	$308M	n/a	n/a	n/a	n/a	n/a

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
2017	$471M	$437M	7.9%	$411M	4.7%	2	2	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2	Dec 5, 2018	Dec 1, 2018	FORT WASHINGTON, PA	Team lift out	RIA to ibd	100.0%

Relationships

Controls (1)

← MEYER, GLENN, DAVIDOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 12, 2012 to presentfactForm ADV

Registered with (2)

← GLENN DAVID MEYERAdvisorregistration: previous registration
Mar 24, 1994 to Dec 5, 2018factForm ADV
← CORY SCOTT MEYERAdvisorregistration: previous registration
Apr 18, 2018 to Dec 5, 2018factForm ADV

Moved with (1)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Dec 5, 2018 to Dec 1, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8059a2f8-f910-404d-e36c-7509b0275aac
First observed: Mar 12, 2012
Last observed: Sep 13, 2018 97 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.

GDM ADVISORY GROUP LTD

CRD 106153

FORT WASHINGTON, PA

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:8059a2f8-f910-404d-e36c-7509b0275aac

Data as of Sep 13, 2018 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MEYER, GLENN, DAVID

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

09/1993

Mar 12, 2012

Sep 13, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Feb 15, 2018

$471M

n/a

2016

Feb 28, 2017

$437M

n/a

2015

Mar 2, 2016

$413M

n/a

2014

Mar 26, 2015

$411M

n/a

2013

Mar 17, 2014

$410M

n/a

2012

Mar 18, 2013

$338M

n/a

2011

Mar 12, 2012

$308M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$471M

$437M

7.9%

$411M

4.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Dec 5, 2018

Dec 1, 2018

FORT WASHINGTON, PA

Team lift out

RIA to ibd

100.0%