# Great Bay Wealth Management

> Great Bay Wealth Management is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 170686
- Filed as: GREAT BAY WEALTH MANAGEMENT
- Legal name: Great Bay Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170686
- AdvisorCensus page: https://advisorcensus.com/firm/great-bay-wealth-management-170686

## Quick answers

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

**Is Great Bay Wealth Management registered with the SEC or a state?**
Great Bay Wealth Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 170686.

**How much does Great Bay Wealth Management manage?**
Great Bay Wealth Management reports $28,301,133 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does Great Bay Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (6).

**Does Great Bay Wealth Management 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/170686

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $28,301,133
- Discretionary: $28,301,133
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $9,044,051 |
| High net worth individuals | 6 | $19,257,082 |
| 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) | 0 | $0 |
| 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)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gb-wm.com
- gbwm.com
- greatbaywealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Bay Wealth Management (CRD 170686): Form ADV filing data as of October 2026.