RIA Intel›Advisers›Pennsylvania›GT WEALTH LLC

GT WEALTH LLC

Advisory

LEBANON, PA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in PA

#1,435

of 1,528 advisers by AUM

Average account

$480K

across 7 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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FIDELITY FEDERAL PLANNING CORP.

MONTGOMERYVILLE, PA

$3M

BTG CAPITAL LLC

$3M

CMG ADVISORS, INC.

$3M

RISA INVESTMENT ADVISERS LLC

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$4M

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