# GC Wealth Management RIA, LLC

> GC Wealth Management RIA, LLC is an SEC-registered investment advisory firm in Cambridge, MA, registered since 2023, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 327269
- Filed as: GC WEALTH MANAGEMENT RIA, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cambridge, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327269
- AdvisorCensus page: https://advisorcensus.com/firm/gc-wealth-management-ria-llc-cambridge-ma-327269

## Quick answers

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

**How much does GC Wealth Management RIA, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is GC Wealth Management RIA, LLC located?**
GC Wealth Management RIA, LLC's principal office is in Cambridge, MA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is GC Wealth Management RIA, LLC registered with the SEC or a state?**
GC Wealth Management RIA, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327269.

**How much does GC Wealth Management RIA, LLC manage?**
GC Wealth Management RIA, LLC reports $5,832,937,576 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have GC Wealth Management RIA, LLC's assets and staff changed since 2023?**
In the Form ADV data for GC Wealth Management RIA, LLC: Regulatory assets under management: $1,714,816,648 in the October 2024 data and $5,832,937,576 in the October 2026 data, up 240%. Total employees: 2 in October 2023 and 44 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does GC Wealth Management RIA, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (215); individuals (other than high net worth individuals) (32).

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

**Does GC Wealth Management RIA, LLC 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/327269

**What changed in GC Wealth Management RIA, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 17 to 34. Regulatory assets under management went from $2,153,349,029 to $5,832,937,576 (+171%). Registered or notice-filed in IL, MT, NV, RI, UT. 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
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> The annual Advisory Fee will not exceed 1.5% of assets under management.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage 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: $5,832,937,576
- Discretionary: $5,832,937,576
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $10,484,333 |
| High net worth individuals | 215 | $5,797,344,115 |
| Charitable organizations | Fewer than 5 | $24,914,128 |
| Corporations or other businesses not listed above | Fewer than 5 | $195,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 44 total, 34 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, DE, FL, ID, IL, MA, MD, MT, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bellevue, WA
- Jackson, WY
- San Francisco, CA
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- generalcatalyst.com/wealth
- LinkedIn @general-catalyst

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 2 | September 29, 2023 |
| October 2024 | $1,714,816,648 | 21 | June 4, 2024 |
| October 2025 | $2,153,349,029 | 21 | May 20, 2025 |
| October 2026 | $5,832,937,576 | 44 | March 31, 2026 |

Regulatory assets under management: $1,714,816,648 in the October 2024 data and $5,832,937,576 in the October 2026 data, up 240%.
Total employees: 2 in October 2023 and 44 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 17 to 34.
- Regulatory assets under management went from $2,153,349,029 to $5,832,937,576 (+171%).
- Registered or notice-filed in IL, MT, NV, RI, UT.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Changed its office addresses in San Francisco, CA.
- Added an office in Washington, DC.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in CO, CT, DE, ID, NJ, OH, OR, PA, SC, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GC Wealth Management RIA, LLC (CRD 327269): Form ADV filing data as of October 2026.