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

Gfg Solutions

Independent wealth managerOrlando, FloridaCRD 331977SEC 801-130954websiteIAPD
Legal name Gfg Wealth, LLC
Latest filing Aug 16, 2026
First filing on the tape Jul 20, 2024 · 19 filings
SEC status approved since Sep 11, 2024
RAUM
$307M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$307M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$43.8M
derived; firm RAUM over IAPD count
Employees
18
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$307M as of Aug 16, 2026
Jan 21, 2025$151M then
HNW client RAUM$307M as of Aug 16, 2026
Jan 21, 2025$92.8M then
State-registered IARs (5.B.3)4 as of Aug 16, 2026
Jan 21, 20256 then
Employees (5.A)18 as of Aug 16, 2026
Jan 21, 20256 then
Private funds: no history
RAUM +34% over the last fiscal yearIARs 6 to 4
Practice profile
derived from the filing of Aug 16, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$43.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
45derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$973,456derivedHNW RAUM over HNW clients
Average account
$973,456derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.6derivedItem 5.A over advisors
Advisors per office
7.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+34%derivedbetween the last two annual amendments
Advisor growth, one year
-33%derivedItem 5.B.3 between annual amendments
Client growth, one year
+0.0%derived
Compensation
percentage of assets, hourly, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Wrap fee program
$223MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$307M100%
Individual clients
0reported
HNW clients
315reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
315reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, hourly, performancereported
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
7 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Michelle TaylorOrlando, FlSep 11, 202411 y2
Claudio M Gambin NetoOrlando, FlSep 12, 202416 y3
Benjamin Alec RichardsonOrlando, FlOct 3, 202410 y1
Matthew Nicholas FerratuscoOrlando, FlJan 13, 202614 y2
Corey Joseph WojnarowskiOrlando, FlApr 30, 202614 y0
Chelsea Ann SantosOrlando, FlJun 30, 202610 y0
Jackson Eric GalleyOrlando, FlJun 30, 202610 y0
Advisor movement
3 left, 1 joined in 12 months
net -2 in 12 months3 left in 90 days0 joined in 90 daysdeparture rate 43% of current headcount6 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • M Claudio Gambin Neto · Chief Executive Officer / President / Managing Membercontrol
    since 07/2024 · owns 75% or more
  • Hunter Grace Holt · Chief Compliance Officercontrol
    since 07/2024 · owns less than 5%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Orlando, Fl · principal7431
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
  • account count collapseChange between filings · filing Mar 31, 2026
    accounts (Item 5.F.2.f) moved from 666.0 to 315.0 (-53.0%) between the annual amendments of 2025-04-22 and 2026-03-31; the peer median change was +5.0% (3688 comparable advisers, 3.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (3,688) · 2.8% percentile
  • advisor count dropChange between filings · filing Mar 31, 2026
    advisory representatives (Item 5.B.3) moved from 6.0 to 4.0 (-33.0%) between the annual amendments of 2025-04-22 and 2026-03-31; the peer median change was 0.0% (965 comparable advisers, 4.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (965) · 4.1% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 666 to 315
    Oct 3, 2025 to Mar 31, 2026
  • Advisory employees · 9 to 4
    Oct 3, 2025 to Mar 31, 2026
  • Corporate clients · 15 to 0
    Oct 3, 2025 to Mar 31, 2026
  • HNW clients · 245 to 315
    Oct 3, 2025 to Mar 31, 2026
  • Individual clients · 70 to 0
    Oct 3, 2025 to Mar 31, 2026
  • Employees · 27 to 18
    Oct 3, 2025 to Mar 31, 2026
  • Insurance-licensed employees · 9 to 4
    Oct 3, 2025 to Mar 31, 2026
  • State-registered IARs · 9 to 4
    Oct 3, 2025 to Mar 31, 2026
  • Discretionary RAUM · $229M to $307M
    Oct 3, 2025 to Mar 31, 2026
  • HNW RAUM · $219M to $307M
    Oct 3, 2025 to Mar 31, 2026
  • Individual RAUM · $9.1M to $0
    Oct 3, 2025 to Mar 31, 2026
  • RAUM · $229M to $307M
    Oct 3, 2025 to Mar 31, 2026
  • Financial planning clients · 0 to 0
    Aug 6, 2025 to Oct 3, 2025
  • Advisory employees · 6 to 9
    Apr 22, 2025 to Jul 21, 2025
  • Employees · 6 to 27
    Apr 22, 2025 to Jul 21, 2025
  • Insurance-licensed employees · 6 to 9
    Apr 22, 2025 to Jul 21, 2025
  • State-registered IARs · 6 to 9
    Apr 22, 2025 to Jul 21, 2025
  • Related adviser · true to false
    Apr 22, 2025 to Jul 21, 2025
  • Accounts · 429 to 666
    Feb 16, 2025 to Apr 22, 2025
  • Corporate clients · 17 to 15
    Feb 16, 2025 to Apr 22, 2025
  • HNW clients · 26 to 245
    Feb 16, 2025 to Apr 22, 2025
  • Individual clients · 183 to 70
    Feb 16, 2025 to Apr 22, 2025
  • Discretionary RAUM · $151M to $229M
    Feb 16, 2025 to Apr 22, 2025
  • HNW RAUM · $92.8M to $219M
    Feb 16, 2025 to Apr 22, 2025
  • Individual RAUM · $41.6M to $9.1M
    Feb 16, 2025 to Apr 22, 2025
  • RAUM · $151M to $229M
    Feb 16, 2025 to Apr 22, 2025
  • Related adviser · false to true
    Aug 29, 2024 to Sep 11, 2024
  • Legal name · GFG INVESTMENTS, LLC to GFG WEALTH, LLC
    Jul 24, 2024 to Jul 26, 2024
  • Business name · GFG INVESTMENTS, LLC to GFG SOLUTIONS
    Jul 20, 2024 to Jul 24, 2024
  • Succession · true to false
    Jul 20, 2024 to Jul 24, 2024
Signals
10 dated events
  • Landon John Archangelo left Gfg Solutions for Ffo Investments Llc (registered 2026-09-09)
    Jun 26, 2026 · Advisor changed firm · fact
  • Vincent Joseph Amalfitano left Gfg Solutions for Ffo Investments Llc (registered 2026-09-04)
    Jun 26, 2026 · Advisor changed firm · fact
  • Antonio Vaglica left Gfg Solutions for Ffo Investments Llc (registered 2026-09-11)
    Jun 26, 2026 · Advisor changed firm · fact
  • 3 advisors left Gfg Solutions (Orlando, FL) for Ffo Investments LLC on the same day
    Jun 26, 2026 · Team lift-out · derived
  • Evan Garrett Gruchot left Gfg Solutions for Solyco Wealth Llc (registered 2026-01-02)
    Sep 1, 2025 · Advisor changed firm · fact
  • Tinja Anderson left Gfg Solutions for Solyco Wealth Llc (registered 2025-08-25)
    Jun 9, 2025 · Advisor changed firm · fact
  • Gfg Solutions's advisors moved to Gfg Solutions (Orlando, FL): 5 of 5 registered, on the same day
    Feb 15, 2025 · Firm absorbed (people side) · derived
  • James Jacob Oswald left Gfg Solutions for Haven Private (registered 2024-11-21)
    Oct 25, 2024 · Advisor changed firm · fact
  • Gfg Investments, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Jul 20, 2024 · Succession (Item 4) · fact
  • Gfg Investments, Llc filed its initial SEC registration (Form ADV)
    Jul 20, 2024 · 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
info@gfgsolutions.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
407-627-0091reportedpublished by the firm, firm site, Sep 16, 2026
Website
gfgsolutions.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
407-627-0091reportedpublic record, Form ADV, Aug 16, 2026
Contact form
gfgsolutions.com/contact-usreportedpublished by the firm, firm site, Sep 16, 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
$43.8Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026