Advisor at GC Wealth Management RIA, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GC Wealth Management RIA, LLC
Location
Jackson, WY 83001
Credentials
Series 66
Industry experience
5 years
Chelsea Toledo is a financial advisor at GC Wealth Management RIA, LLC with five years of industry experience. She holds the Series 66 designation and has worked previously at Catalytic Wealth Management and First Republic Investment Management. Outside of finance, she owns Chelsea Toledo Photography, a photography and art business. GC Wealth Management RIA, LLC provides discretionary investment management and financial planning to institutional and individual clients, including high-net-worth and ultra-high-net-worth individuals, trusts, families, and charitable organizations. The firm offers tailored portfolio management across liquid and illiquid assets and employs a broad investment approach including private funds, public equities, fixed income, and alternatives.
Based on GC Wealth Management RIA, LLC
Based on GC Wealth Management RIA, LLC
Founders Membership annual fee of $10,000 for a two-year term (currently waived for pilot phase participants)
Founders Membership annual fee of $10,000 for a two-year term (subscription-like fee)
Minimum fee: Annual Advisory Fee minimum for separate account services (amount not specified, negotiable and waivable) Fee-only: Negotiable fixed fees for financial planning and consulting
172 N Center St, Ste 202
Jackson, WY 83001
Wyoming
Catalytic Wealth Management
2023 - Present (3 years)
First Republic Securities Company, LLC
2020 - 2023 (3 years)
First Republic Investment Management, Inc
2019 - 2023 (4 years)
Local Restaurant & Bar
2018 - 2019 (1 year)
Four Seasons Hotels and Resorts
2018 - 2019 (1 year)
The Handle Bar at the Four Seasons
2017 - 2018 (1 year)
Sands Whitewater
2017 - 2017 (1 year)
Roasted Espresso and Subs
2017 - 2017 (1 year)
Powderhorn Mountain Resort
2016 - 2017 (1 year)
Summit Canyon Mountaineering
2016 - 2017 (1 year)
Colorado Mesa University
2013 - 2018 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63
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CFP®, CFA®
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CFP®, Series 63
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Elevated Asset Management LLC
Series 65
Jackson, WY
Bishop, Jt
Series 63, Series 66
Wilson, WY
Pingora Partners LLC
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