# Great Wealth Investments

> Great Wealth Investments is a state-registered investment advisory firm in Boca Raton, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 310135
- Filed as: GREAT WEALTH INVESTMENTS
- Legal name: Pound Cake Holdings LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310135
- AdvisorCensus page: https://advisorcensus.com/firm/great-wealth-investments-boca-raton-fl-310135

## Quick answers

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

**Where is Great Wealth Investments located?**
Great Wealth Investments' principal office is in Boca Raton, FL, according to its Form ADV.

**Is Great Wealth Investments registered with the SEC or a state?**
Great Wealth Investments is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310135.

**How much does Great Wealth Investments manage?**
Great Wealth Investments reports $15,571,504 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (96% discretionary).

**What types of clients does Great Wealth Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (7).

**Does Great Wealth Investments 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/310135

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,571,504
- Discretionary: $14,912,410
- Non-discretionary: $659,094

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $7,459,504 |
| High net worth individuals | 7 | $8,112,000 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [greatwealthinvest.com](https://greatwealthinvest.com)
- Facebook @GreatWealthInvestments
- Instagram @greatwealthinvestments
- LinkedIn @great-wealth-investments
- X @GW_Investments

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Wealth Investments (CRD 310135): Form ADV filing data as of October 2026.