# Ganim Private Wealth

> Ganim Private Wealth is an SEC-registered investment advisory firm in Shelton, CT, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 285679
- Filed as: GANIM PRIVATE WEALTH
- Legal name: GFS Wealth Management Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shelton, CT
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285679
- AdvisorCensus page: https://advisorcensus.com/firm/ganim-private-wealth-shelton-ct-285679

## Quick answers

**How is Ganim Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Ganim Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ganim Private Wealth located?**
Ganim Private Wealth's principal office is in Shelton, CT, according to its Form ADV.

**Is Ganim Private Wealth registered with the SEC or a state?**
Ganim Private Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 285679.

**How much does Ganim Private Wealth manage?**
Ganim Private Wealth reports $238,639,022 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**How have Ganim Private Wealth's assets and staff changed since 2021?**
In the Form ADV data for Ganim Private Wealth: Regulatory assets under management: $119,688,797 in the October 2021 data and $238,639,022 in the October 2026 data, up 99%. Total employees: 7 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ganim Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (2).

**Which custodians does Ganim Private Wealth use?**
Ganim Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Ganim Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285679

**Does Ganim Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated April 15, 2026 says: "There is no account minimum for any of GFS’s services."

**What changed in Ganim Private Wealth's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 6 to 4. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 15, 2026)

- Account minimum: None

> There is no account minimum for any of GFS’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $238,639,022
- Discretionary: $238,639,022
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $1,158,057 |
| High net worth individuals | 2 | $49,480,965 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $188,000,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CT, FL, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ganimfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,688,797 | 7 | July 12, 2021 |
| October 2022 | $136,120,503 | 7 | May 25, 2022 |
| October 2023 | $134,803,925 | 6 | May 22, 2023 |
| October 2024 | $131,543,639 | 6 | March 21, 2024 |
| October 2025 | $261,980,766 | 6 | March 20, 2025 |
| October 2026 | $238,639,022 | 4 | April 15, 2026 |

Regulatory assets under management: $119,688,797 in the October 2021 data and $238,639,022 in the October 2026 data, up 99%.
Total employees: 7 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 6 to 4.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ganim Private Wealth (CRD 285679): Form ADV filing data as of October 2026.