RIA Intel›Advisers›Colorado›GPS WEALTH STRATEGIES GROUP, LLC

GPS WEALTH STRATEGIES GROUP, LLC

Advisory

N·CENTENNIAL, CO

Data as of Sep 9, 2024 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+21.4%

3-Year CAGR

+11.6%

Employees

5

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$65M

Discretionary %95.4%

Total Clients3,213

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record24

First FilingDec 13, 2016

Latest FilingSep 9, 2024

🔒 Full AUM trend chart and 24 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GPS WEALTH STRATEGIES GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.