# GCB Private Wealth

> GCB Private Wealth is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 292356
- Filed as: GCB PRIVATE WEALTH
- Legal name: GCB Private Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292356
- AdvisorCensus page: https://advisorcensus.com/firm/gcb-private-wealth-292356

## Quick answers

**How is GCB Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), GCB Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is GCB Private Wealth registered with the SEC or a state?**
GCB Private Wealth is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292356.

**How much does GCB Private Wealth manage?**
GCB Private Wealth reports $39,633,308 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (87% discretionary).

**What types of clients does GCB Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (14); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does GCB 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292356

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $39,633,308
- Discretionary: $34,392,304
- Non-discretionary: $5,241,004

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $10,649,789 |
| High net worth individuals | 14 | $23,742,515 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,241,004 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MN, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gcbprivatewealth.com
- LinkedIn @bradbolnick

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GCB Private Wealth (CRD 292356): Form ADV filing data as of October 2026.