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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
G••••••••• W•••••
Legal name G••••••••• W••••• P•••••• L••••••
Latest filing May 7, 2026
First filing on the tape May 7, 2026 · 1 filings
SEC status approved since May 8, 2026
RAUM
$64.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
75%
$48.4M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
29
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $64.6M
HNW client RAUM: $48.4M
State-registered IARs (5.B.3): 0
Employees (5.A): 29
Private funds: no history
Practice profile
derived from the filing of May 7, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.4MderivedHNW RAUM over HNW clients
- Average account
- $1.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$48.4M75%
- Corporations and businesses$16.2M25%
- Individual clients
- 0reported
- HNW clients
- 34reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 38reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.75 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••••• S••••••• R•••••••• · Chief Financial Officercontrolsince 01/2025 · owns less than 5%
- S••••• S••••• S•••• · Chief Compliance Officercontrolsince 12/2025 · owns less than 5%
- S••••••• R••••• V•••• · Shareholder & Ceocontrolsince 08/2024 · owns 25% to 50%
- P•••••• S•••••• B••••• · Shareholdersince 11/2024 · owns 10% to 25%
- S••••••• K••••••• R•••• · Shareholdersince 08/2024 · owns 5% to 10%
- S••••••• T••••• R•••• · Shareholdersince 08/2024 · owns 5% to 10%
- S••••••• V•••••• R•••• · Shareholder And Research Analystsince 08/2024 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
No event on the tape.
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
- c•••••••••@t•••••••••.inreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- m•••@t•••••••••.inreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- c•••@t•••••••••.inreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 865-574-4670reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 865-574-4658reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/goldstandard-wealthreportedpublic record, Form ADV, Sep 19, 2026
- Website
- t•••••••••.inreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +91 2243367000reportedpublic record, Form ADV, May 7, 2026
- Contact form
- t•••••••••.inreportedpublished 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026