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

GFS PRIVATE WEALTH

GFS PRIVATE WEALTH, LLC, CRD 164467

CLEARWATER, FL

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:9f734749-88a6-238c-32a6-06b4df5ce90d

Data as of Apr 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Jul 9, 2012 to Apr 30, 2018
14 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: $356MItem 5.F on the latest filing (2018-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $356M
Private client RAUM: $356MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 81
Individual clients: 9
High net worth clients: 72
Custody, client assets: $34.7M
SEC number: 801-76912
CRD: 164467
Filings on the tape: 14
First filed: Jul 9, 2012
Latest filed: Apr 30, 2018
Organised: Limited Liability Company, Florida

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
MERCER ADVISORS INC.	PARENT COMPANY	E	yes	02/2018	Mar 27, 2018	Apr 30, 2018
Nelson II, William, Alan	Cco	Na	yes	02/2018	Mar 27, 2018	Apr 30, 2018
NESBIT, SANDRA, LEE	Manager	Na	yes	09/2012	Sep 14, 2012	Apr 30, 2018
WILLSEY, GREG, ALAN	Manager	Na	yes	09/2012	Sep 14, 2012	Apr 30, 2018
GENSTAR CAPITAL	Shareholder	E	no	05/2015	Mar 27, 2018	Apr 30, 2018
LOVELL MINNICK EQUITY PARTNERS III	Shareholder	F	no	08/2016	Mar 27, 2018	Apr 30, 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	Mar 27, 2018	$356M	$356M	8	7	0	n/a	n/a
2016	Mar 29, 2017	$314M	$311M	8	4	n/a	n/a	n/a
2015	Mar 29, 2016	$293M	$289M	8	5	n/a	n/a	n/a
2014	Mar 27, 2015	$308M	$305M	8	5	n/a	n/a	n/a
2013	Mar 28, 2014	$290M	$287M	8	5	n/a	n/a	n/a
2012	Mar 1, 2013	$231M	$231M	3	3	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	$356M	$314M	13.6%	$308M	5.0%	8	8	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
MERCER GLOBAL ADVISORS INC.	2	Jul 13, 2018	Mar 26, 2018	CLEARWATER, FL	Team lift out	RIA to RIA	100.0%

Relationships

Owns (2)

← GENSTAR CAPITALOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 27, 2018 to presentfactForm ADV
← LOVELL MINNICK EQUITY PARTNERS IIIOwnerSHAREHOLDER, ownership code F, domestic entity
Mar 27, 2018 to presentfactForm ADV

Controls (4)

← WILLSEY, GREG, ALANOwnerMANAGER, ownership code NA, individual
Sep 14, 2012 to presentfactForm ADV
← NESBIT, SANDRA, LEEOwnerMANAGER, ownership code NA, individual
Sep 14, 2012 to presentfactForm ADV
← Nelson II, William, AlanOwnerCCO, ownership code NA, individual
Mar 27, 2018 to presentfactForm ADV
← MERCER ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Mar 27, 2018 to presentfactForm ADV

Registered with (4)

← GREG ALAN WILLSEYAdvisorregistration: previous registration
Sep 14, 2012 to Jul 13, 2018factForm ADV
← SANDRA LEE NESBITAdvisorregistration: previous registration
Sep 17, 2012 to Jul 13, 2018factForm ADV
← ASHLEY JONATHON VICEAdvisorregistration: previous registration
Oct 9, 2013 to Jun 22, 2018factForm ADV
← BURTON SNYDER WIANDAdvisorregistration: previous registration
Oct 3, 2012 to Feb 6, 2017factForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Jul 13, 2018 to Mar 26, 2018factForm ADV

Dated events

Occurred
Jul 9, 2012
First Form ADV filing
Gfs Private Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f734749-88a6-238c-32a6-06b4df5ce90d
First observed: Jul 9, 2012
Last observed: Apr 30, 2018 102 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.

GFS PRIVATE WEALTH

GFS PRIVATE WEALTH, LLC, CRD 164467

CLEARWATER, FL

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:9f734749-88a6-238c-32a6-06b4df5ce90d

Data as of Apr 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MERCER ADVISORS INC.

PARENT COMPANY

yes

02/2018

Mar 27, 2018

Apr 30, 2018

Nelson II, William, Alan

Cco

yes

02/2018

Mar 27, 2018

Apr 30, 2018

NESBIT, SANDRA, LEE

Manager

yes

09/2012

Sep 14, 2012

Apr 30, 2018

WILLSEY, GREG, ALAN

Manager

yes

09/2012

Sep 14, 2012

Apr 30, 2018

GENSTAR CAPITAL

Shareholder

05/2015

Mar 27, 2018

Apr 30, 2018

LOVELL MINNICK EQUITY PARTNERS III

Shareholder

08/2016

Mar 27, 2018

Apr 30, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 27, 2018

$356M

n/a

2016

Mar 29, 2017

$314M

$311M

n/a

2015

Mar 29, 2016

$293M

$289M

n/a

2014

Mar 27, 2015

$308M

$305M

n/a

2013

Mar 28, 2014

$290M

$287M

n/a

2012

Mar 1, 2013

$231M

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

$356M

$314M

13.6%

$308M

5.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Jul 13, 2018

Mar 26, 2018

CLEARWATER, FL

Team lift out

RIA to RIA

100.0%