DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Gc Wealth Management Ria, LLC
Latest filing Mar 31, 2026
First filing on the tape Jun 12, 2023 · 26 filings
SEC status approved since Aug 3, 2023
RAUM
$5.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$5.8B individuals and HNW
Advisors
35
registered through the firm on IAPD
RAUM per advisor
$167M
derived; firm RAUM over IAPD count
Employees
44
34 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$5.8B as of Mar 31, 2026
Mar 21, 2024$1.7B then
HNW client RAUM$5.8B as of Mar 31, 2026
Mar 21, 2024$1.7B then
State-registered IARs (5.B.3)34 as of Mar 31, 2026
Mar 21, 202416 then
Employees (5.A)44 as of Mar 31, 2026
Mar 21, 202421 then
Private funds: no history
RAUM +171% over the last fiscal yearIARs 18 to 34offices 3 to 5
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $167MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 7derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $27.0MderivedHNW RAUM over HNW clients
- Average account
- $3.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 5.8derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +171%derivedbetween the last two annual amendments
- Advisor growth, one year
- +89%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +72%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $2.0B, 410 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$5.8B99%
- Charitable organizations$24.9M0.4%
- Individuals$10.5M0.2%
- Corporations and businesses$195,0000.0%
- Individual clients
- 32reported
- HNW clients
- 215reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,731reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.0B for 410 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
34 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Michael GersackCertified Financial Planner | Jackson, Wy | Sep 29, 2023 | 23 y | 5 |
| David Steven Breslin | San Francisco, Ca | Sep 29, 2023 | 24 y | 3 |
| Chelsea Nichole Toledo | Jackson, Wy | Sep 29, 2023 | 13 y | 1 |
| Christine Michelle Vasquez | Cambridge, Ma | Sep 29, 2023 | 12 y | 1 |
| Richard Todd WillCertified Financial Planner | Jackson, Wy | Sep 29, 2023 | 16 y | 4 |
| Joseph James Mathews | Cambridge, Ma | Oct 4, 2023 | 15 y | 1 |
| Abigail Rose Lee | Cambridge, Ma | Oct 4, 2023 | 11 y | 1 |
| Darin M Souza | Cambridge, Ma | Oct 12, 2023 | 20 y | 4 |
| James Wightman Wilcox | Jackson, Wy | Oct 29, 2023 | 25 y | 1 |
| Michael Ken KatoCertified Financial Planner | San Francisco, Ca | Nov 16, 2023 | 25 y | 1 |
| Yin Chung Huang | Bellevue, Wa | Jan 19, 2024 | 11 y | 1 |
| Leigh Flor | Bellevue, Wa | Jan 19, 2024 | 22 y | 3 |
| Linda K MauzyChartered Financial Analyst | Bellevue, Wa | Jan 19, 2024 | 29 y | 1 |
| Kim-Tieng Tear Baron | Bellevue, Wa | Jan 19, 2024 | 10 y | 2 |
| Nichole Eileen Heidrick | Bellevue, Wa | Feb 8, 2024 | 21 y | 3 |
| William A Grinnell | Cambridge, Ma | May 23, 2024 | 37 y | 4 |
| John Brian Carew | Jackson, Wy | Jun 3, 2024 | 13 y | 1 |
| Shelter Deedra Wein | Jackson, Wy | Sep 6, 2024 | 10 y | 0 |
| Arif Ahmed | Cambridge, Ma | May 20, 2025 | 28 y | 3 |
| Laura Chase | Washington, Dc | May 21, 2025 | 12 y | 1 |
| Sotiria Basia Sgouros | Washington, Dc | May 21, 2025 | 11 y | 2 |
| Scott Lachlan Lee | San Francisco, Ca | May 22, 2025 | 10 y | 1 |
| Lemuel Bourne | Cambridge, Ma | May 22, 2025 | 11 y | 3 |
| Sarah JoshiChartered Financial Analyst | San Francisco, Ca | May 22, 2025 | 10 y | 3 |
| Rohan MunsifChartered Financial Analyst | Washington, Dc | May 22, 2025 | 10 y | 2 |
| Cearull Jack HorganCertified Financial Planner, Chartered Financial Analyst | San Francisco, Ca | May 25, 2025 | 22 y | 7 |
| Jonathan HartleyChartered Financial Analyst | Cambridge, Ma | May 25, 2025 | 10 y | 2 |
| Riley YangChartered Financial Analyst | San Francisco, Ca | May 25, 2025 | 13 y | 3 |
| Alexandra RuebChartered Financial Analyst | San Francisco, Ca | May 25, 2025 | 28 y | 6 |
| Jeremy Parsels | Cambridge, Ma | May 27, 2025 | 23 y | 3 |
| Brian Stephen LemanChartered Financial Analyst | Cambridge, Ma | Jul 9, 2025 | 10 y | 2 |
| Christopher James WolfeCertified Financial Planner, Chartered Financial Analyst | Cambridge, Ma | Dec 19, 2025 | 33 y | 5 |
| Richard Y Chan | San Francisco, Ca | Feb 24, 2026 | 14 y | 1 |
| Ketan Desai | San Francisco, Ca | Mar 11, 2026 | 24 y | 6 |
Advisor movement
1 left, 3 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 2.9% of current headcount1 left over 36 months
Left, latest
- Nicholas Lee to J.P. Morgan Securities LLCDec 5, 2025 · RIA to wirehouse
Joined, latest
- Ketan Desai from J.P. Morgan Securities LLCMar 11, 2026 · Wirehouse to independent RIA
- Richard Y Chan from J.P. Morgan Securities LLCFeb 24, 2026 · Wirehouse to independent RIA
- Christopher James Wolfe from Pennington Partners & Co., LLCDec 19, 2025 · RIA to RIA
- Brian Stephen Leman from J.P. Morgan Securities LLCJul 9, 2025 · Wirehouse to independent RIA
- Jeremy Parsels from J.P. Morgan Securities LLCMay 27, 2025 · Wirehouse to independent RIA
- Cearull Jack Horgan from J.P. Morgan Securities LLCMay 25, 2025 · Wirehouse to independent RIA
- Riley Yang from J.P. Morgan Securities LLCMay 25, 2025 · Wirehouse to independent RIA
- Alexandra Rueb from J.P. Morgan Securities LLCMay 25, 2025 · Wirehouse to independent RIA
- Jonathan Hartley from J.P. Morgan Securities LLCMay 25, 2025 · Wirehouse to independent RIA
- Nicholas Lee from J.P. Morgan Securities LLCMay 22, 2025 · Wirehouse to independent RIA
- Rohan Munsif from J.P. Morgan Securities LLCMay 22, 2025 · Wirehouse to independent RIA
- Scott Lachlan Lee from J.P. Morgan Securities LLCMay 22, 2025 · Wirehouse to independent RIA
- Lemuel Bourne from J.P. Morgan Securities LLCMay 22, 2025 · Wirehouse to independent RIA
- Sarah Joshi from J.P. Morgan Securities LLCMay 22, 2025 · Wirehouse to independent RIA
- Laura Chase from J.P. Morgan Securities LLCMay 21, 2025 · Wirehouse to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 14 joined from J.P. Morgan Securities LLCMay 16, 2025 · San Francisco, Ca
- 3 joined from J.P. Morgan Private Wealth Advisors LLCFeb 7, 2024 · Bellevue, Wa
- 2 joined from J.P. Morgan Private Wealth Advisors LLCJan 22, 2024 · Bellevue, Wa
- 3 joined from J.P. Morgan Private Wealth Advisors LLCOct 2, 2023 · San Francisco, Ca
- 3 joined from J.P. Morgan Private Wealth Advisors LLCOct 2, 2023 · Boston, Ma
- 3 joined from J.P. Morgan Private Wealth Advisors LLCOct 2, 2023 · Jackson, Wy
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Mark Allen · Chief Financial Officercontrolsince 06/2023 · owns less than 5%
- Steven David Breslin · Executive Vice Presidentcontrolsince 06/2023 · owns less than 5%
- Irvine Kenneth Chenault · Managing Directorcontrolsince 06/2023 · owns less than 5%
- Paul David Fialkow · Managing Directorcontrolsince 06/2023 · owns less than 5%
- Sanford Paul Fielding · Chief Operating Officercontrolsince 06/2023 · owns less than 5%
- Riley Jessica Hale · Chief Compliance Officer And Chief Legal Officercontrolsince 09/2023 · owns less than 5%
- Luke Christopher Mccain · Chief Legal Officercontrolsince 06/2023 · owns less than 5%
- Hemant Taneja · Managing Directorcontrolsince 06/2023 · owns less than 5%
- Robert Thornton · Chief Executive Officercontrolsince 09/2025 · owns less than 5%
- James Christopher Wolfe · Chief Investment Officercontrolsince 11/2025 · owns less than 5%
- Irvine Kenneth Chenault · Membercontrolsince 02/2018 · owns 25% to 50% of General Catalyst Group Management Holdings Gp, LLC
- Irvine Kenneth Chenault · Limited Partnercontrolsince 02/2018 · owns 25% to 50% of General Catalyst Group Management Holdings, L.P.
- Paul David Fialkow · Limited Partnercontrolsince 12/2004 · owns 25% to 50% of General Catalyst Group Management Holdings, L.P.
- Paul David Fialkow · Membercontrolsince 02/2018 · owns 25% to 50% of General Catalyst Group Management Holdings Gp, LLC
- Hemant Taneja · Limited Partnercontrolsince 10/2017 · owns 25% to 50% of General Catalyst Group Management Holdings, L.P.
- Hemant Taneja · Membercontrolsince 02/2018 · owns 25% to 50% of General Catalyst Group Management Holdings Gp, LLC
Entity owners
- Gc Wealth Management · Memberdirect · owns 75% or more
- Gc Wealth Management Intermediate, LLC · Memberdirect · owns 75% or more
- Gc Management Partners, L.P · Memberindirect · owns 75% or more of General Catalyst Group Management, LLC
- Gc Partners Holdings, LP · Limited Partnerindirect · owns 75% or more of Gc Management Partners, L.P
- Gc Wealth Management Parent, LLC · Memberindirect · owns 75% or more of Gc Wealth Management Intermediate, LLC
- General Catalyst Group Management Holdings Gp, LLC · General Partnerindirect · owns F of Gc Management Partners, L.P
- General Catalyst Group Management Holdings, L.P. · Limited Partnerindirect · owns 75% or more of Gc Management Partners, L.P
- General Catalyst Group Management, LLC · Memberindirect · owns 75% or more of Gc Wealth Management Parent, LLC
Related persons
Schedule D 7.A
- General Catalystinvestment adviseryRAUM $46B
Advisers that list Gc Wealth Management Ria, LLC as a related person
- 162548 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cambridge, Ma · principal | 16 | 1 | 0 | ||
| San Francisco, Ca | 11 | 3 | 1 | ||
| Jackson, Wy | 6 | 0 | 0 | ||
| Washington, Dc | 6 | 0 | 0 | ||
| Bellevue, Wa | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Bellevue, WA5 employees
- Jackson, WY4 employees
- San Francisco, CA1 employees
ADV anomalies
15 against comparable advisers; where to look, not conclusions
- growth on all axesCombination · filing Mar 31, 2026RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $2,153,349,029 to $5,832,937,576, advisors 18 to 34, private clients 144 to 247, offices 3 to 5 (2025-03-27 to 2026-03-31)peers: independent wealth managers, $5B to $20B (289)
- new owner headcount expandsCombination · filing Mar 31, 2026GC WEALTH MANAGEMENT joined Schedule A on the filing of 2026-03-31; advisors 18.0 to 34.0 between the annual amendments of 2025-03-27 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- account count surgeChange between filings · filing Mar 31, 2026accounts (Item 5.F.2.f) moved from 880.0 to 1,731.0 (+97.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +8.0% (253 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $5B to $20B (253) · 95% percentile
- advisor count surgeChange between filings · filing Mar 31, 2026advisory representatives (Item 5.B.3) moved from 18.0 to 34.0 (+89.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +6.0% (220 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $5B to $20B (220) · 97% percentile
- client count surgeChange between filings · filing Mar 31, 2026individual and HNW clients (Item 5.D) moved from 144.0 to 247.0 (+72.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +6.0% (224 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $5B to $20B (224) · 94% percentile
- control person changedChange between filings · filing Mar 31, 2026Thornton, Robert (CHIEF EXECUTIVE OFFICER) appeared on Schedule A between the filings of 2024-11-11 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 31, 2026Wolfe, Christopher, James (CHIEF INVESTMENT OFFICER) appeared on Schedule A between the filings of 2024-11-11 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 31, 2026CHENAULT, KENNETH, IRVINE (MEMBER) left Schedule A between the filings of 2024-11-11 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 31, 2026FIALKOW, DAVID, PAUL (MANAGING DIRECTOR) left Schedule A between the filings of 2024-11-11 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 31, 2026TANEJA, HEMANT (MANAGING DIRECTOR) left Schedule A between the filings of 2024-11-11 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 31, 2026MCCAIN, CHRISTOPHER, LUKE (CHIEF LEGAL OFFICER) left Schedule A between the filings of 2024-11-11 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 31, 2026FIELDING, PAUL, SANFORD (CHIEF OPERATING OFFICER) left Schedule A between the filings of 2024-11-11 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 21.0 to 44.0 (+110.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +5.0% (264 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $5B to $20B (264) · 99% percentile
- office count surgeChange between filings · filing Mar 31, 2026offices other than the principal office (Item 1.F.5) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was 0.0% (142 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $5B to $20B (142) · 91% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $2,153,349,029 to $5,832,937,576 (+171.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +18.0% (271 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $5B to $20B (271) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 880 to 1,731Dec 10, 2025 to Mar 31, 2026
- Advisory employees · 17 to 34Dec 10, 2025 to Mar 31, 2026
- HNW clients · 123 to 215Dec 10, 2025 to Mar 31, 2026
- Individual clients · 21 to 32Dec 10, 2025 to Mar 31, 2026
- Assets in custody · $1.9B to $2.0BDec 10, 2025 to Mar 31, 2026
- Employees · 21 to 44Dec 10, 2025 to Mar 31, 2026
- Financial planning clients · 101-250 to 251-500Dec 10, 2025 to Mar 31, 2026
- State-registered IARs · 18 to 34Dec 10, 2025 to Mar 31, 2026
- Other offices · 4 to 5Dec 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.2B to $5.8BDec 10, 2025 to Mar 31, 2026
- HNW RAUM · $2.1B to $5.8BDec 10, 2025 to Mar 31, 2026
- Individual RAUM · $7.6M to $10.5MDec 10, 2025 to Mar 31, 2026
- RAUM · $2.2B to $5.8BDec 10, 2025 to Mar 31, 2026
- Assets in custody · unset to 1932765344.0Oct 15, 2025 to Dec 10, 2025
- Custody of client assets · false to trueOct 15, 2025 to Dec 10, 2025
- Other offices · 3 to 4Oct 15, 2025 to Dec 10, 2025
- Financial planning clients · 101-250 to 101-250Mar 27, 2025 to May 20, 2025
- Accounts · 856 to 880Feb 14, 2025 to Mar 27, 2025
- HNW clients · 118 to 123Feb 14, 2025 to Mar 27, 2025
- Individual clients · 34 to 21Feb 14, 2025 to Mar 27, 2025
- Discretionary RAUM · $2.1B to $2.2BFeb 14, 2025 to Mar 27, 2025
- HNW RAUM · $2.1B to $2.1BFeb 14, 2025 to Mar 27, 2025
- Individual RAUM · $7.5M to $7.6MFeb 14, 2025 to Mar 27, 2025
- RAUM · $2.1B to $2.2BFeb 14, 2025 to Mar 27, 2025
- Accounts · 676 to 856Jun 4, 2024 to Nov 11, 2024
- Advisory employees · 15 to 17Jun 4, 2024 to Nov 11, 2024
- HNW clients · 98 to 118Jun 4, 2024 to Nov 11, 2024
- Individual clients · 9 to 34Jun 4, 2024 to Nov 11, 2024
- State-registered IARs · 16 to 18Jun 4, 2024 to Nov 11, 2024
- Discretionary RAUM · $1.7B to $2.1BJun 4, 2024 to Nov 11, 2024
- HNW RAUM · $1.7B to $2.1BJun 4, 2024 to Nov 11, 2024
- Individual RAUM · $6.0M to $7.5MJun 4, 2024 to Nov 11, 2024
- RAUM · $1.7B to $2.1BJun 4, 2024 to Nov 11, 2024
- Business name · CATALYTIC WEALTH MANAGEMENT to GC WEALTH MANAGEMENT RIA, LLCNov 11, 2024 to Nov 11, 2024
- Legal name · CATALYTIC WEALTH RIA, LLC to GC WEALTH MANAGEMENT RIA, LLCNov 11, 2024 to Nov 11, 2024
- Accounts · 488 to 676Jan 18, 2024 to Mar 21, 2024
- Advisory employees · 10 to 15Jan 18, 2024 to Mar 21, 2024
- HNW clients · 72 to 98Jan 18, 2024 to Mar 21, 2024
- Individual clients · 8 to 9Jan 18, 2024 to Mar 21, 2024
- Employees · 16 to 21Jan 18, 2024 to Mar 21, 2024
Signals
16 dated events
- Gc Wealth Management Ria, Llc reported RAUM $5.8B, up 171% from $2.2B (2025-12-10 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Gc Wealth Management Ria, Llc reported 34 state-registered advisory representatives, up from 18 (2025-12-10 to 2026-03-31)Mar 31, 2026 · Advisor headcount change · derived
- Nicholas Lee left Gc Wealth Management Ria, Llc for J.P. Morgan Securities Llc (registered 2026-06-16)Dec 5, 2025 · Advisor changed firm · fact
- 12 advisors left J.P. Morgan Securities LLC (San Francisco, CA) for GC Wealth Management RIA, LLC within 6 daysMay 16, 2025 · Team lift-out · derived
- Gc Wealth Management Ria, Llc reported RAUM $1.7B, up 71% from $1.0B (2024-01-18 to 2024-03-21)Mar 21, 2024 · RAUM change · derived
- Edward Joel Cutler (Managing Director) no longer on Schedule A of Gc Wealth Management Ria, Llc (listed 2024-01-18, absent 2024-03-21)Mar 21, 2024 · Control person left · inference
- 3 advisors left J.P. Morgan Private Wealth Advisors LLC (Bellevue, WA) for GC Wealth Management RIA, LLC on the same dayFeb 7, 2024 · Team lift-out · derived
- 2 advisors left J.P. Morgan Private Wealth Advisors LLC (Bellevue, WA) for GC Wealth Management RIA, LLC on the same dayJan 22, 2024 · Team lift-out · derived
- Gc Wealth Management Ria, Llc reported RAUM $1.0B, up 254% from $282.9M (2023-11-20 to 2023-12-21)Dec 21, 2023 · RAUM change · derived
- Gc Wealth Management Ria, Llc reported 11 state-registered advisory representatives, up from 0 (2023-10-27 to 2023-11-20)Nov 20, 2023 · Advisor headcount change · derived
- 3 advisors left J.P. Morgan Private Wealth Advisors LLC (Jackson, WY) for GC Wealth Management RIA, LLC within 2 daysOct 2, 2023 · Team lift-out · derived
- 3 advisors left J.P. Morgan Private Wealth Advisors LLC (Boston, MA) for GC Wealth Management RIA, LLC on the same dayOct 2, 2023 · Team lift-out · derived
- 3 advisors left J.P. Morgan Private Wealth Advisors LLC (Los Angeles, CA) for GC Wealth Management RIA, LLC within 7 daysOct 2, 2023 · Team lift-out · derived
- Stanton Anthony Dell (Chief Compliance Officer) no longer on Schedule A of Gc Wealth Management Ria, Llc (listed 2023-09-05, absent 2023-09-06)Sep 6, 2023 · Control person left · inference
- Riley Jessica Hale (Chief Compliance Officer) appeared on Schedule A of Gc Wealth Management Ria, LlcSep 6, 2023 · Control person joined · fact
- Genomic Wealth Management filed its initial SEC registration (Form ADV)Jun 12, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- gcwinfo@generalcatalyst.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 212-775-4000reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 415-659-5000reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 617-234-7000reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/general-catalystreportedpublic record, Form ADV, Sep 17, 2026
- Website
- generalcatalyst.com/wealthreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-234-7000reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $167Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026