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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$128MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$128M

Private client RAUM

$128MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$63.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

2Schedule D 1.F, beyond the principal office

Accounts

352

Individual clients

52

High net worth clients

33

SEC number

801-131396

CRD

333381

Filings on the tape

7

First filed

Oct 1, 2024

Latest filed

Mar 26, 2026

Organised

Corporation, AZ

• Occurred

  Dec 19, 2024
  Team lift-out

  2 advisors left Mutual Advisors, LLC (Omaha, NE) for Gps Investments on the same day

  Form ADVobserved 5 days ago
  2 advisors
• Occurred

  Oct 1, 2024
  First Form ADV filing

  Global Portfolio Solutions, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ad8617df-9767-f6da-33fb-b332e4d05892

First observed

Oct 1, 2024

Last observed

Mar 26, 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.