# GT Wealth LLC

> GT Wealth LLC is a state-registered investment advisory firm in Lebanon, PA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 315874
- Filed as: GT WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lebanon, PA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315874
- AdvisorCensus page: https://advisorcensus.com/firm/gt-wealth-llc-lebanon-pa-315874

## Quick answers

**How is GT Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GT Wealth LLC 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 GT Wealth LLC located?**
GT Wealth LLC's principal office is in Lebanon, PA, according to its Form ADV.

**Is GT Wealth LLC registered with the SEC or a state?**
GT Wealth LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315874.

**How much does GT Wealth LLC manage?**
GT Wealth LLC reports $3,360,978 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**What types of clients does GT Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (1).

**Does GT Wealth LLC 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/315874

## 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: $3,360,978
- Discretionary: $3,360,978
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,048,900 |
| High net worth individuals | 1 | $1,312,078 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beyondyourexitwm.com
- gtwealthguide.com
- Facebook @beyondyourexit
- LinkedIn @thomaspoltersdorfjr
- X @beyondyourexit
- YouTube @TomPoltersdorf

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GT Wealth LLC (CRD 315874): Form ADV filing data as of October 2026.