RIA Intel›Advisers›Georgia›GUSTAFSSON WEALTH MANAGEMENT, INC.

GUSTAFSSON WEALTH MANAGEMENT, INC.

Advisory

GA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$202K

across 59 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$10M

Non-Discretionary AUM$2M

Discretionary %81%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA, LA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

28 clients

13 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

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

ALPHA CAPITAL FUNDS MANAGEMENT, LLC

$12M

PORTER WEALTH MANAGEMENT, LLC

$12M

POLARIS ASSET MANAGEMENT, LLC

$12M

BRANNEN & LYLE INVESTMENT COMPANY

$12M

MARATHON WEALTH INCORPORATED

$12M

THORNTON WEALTH MANAGEMENT, LLC

$11M

Get the full picture on GUSTAFSSON WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GUSTAFSSON WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans