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
Stamford, CT
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
25 years
Christopher Wolfe is a CFP® and CFA® with 25 years of industry experience. He is currently with GC Wealth Management RIA, LLC and has held prior positions at firms including First Republic Securities Company, LLC and Merrill. Wolfe serves as a trustee and member of the investment subcommittee for the University of Rhode Island Foundation. GC Wealth Management RIA, LLC provides discretionary investment management and financial planning to a range of clients including high-net-worth individuals, families, foundations, and institutions. The firm offers tailored portfolio management across liquid and illiquid assets and employs a broad investment approach that includes pooled vehicles, 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
Stamford, CT
Connecticut
GC Wealth Management RIA, LLC
2025 - Present (1 year)
Pennington Partners & Co., LLC
2025 - 2025 (1 year)
Unemployed
2024 - 2024 (1 year)
JP MORGAN CHASE BANK, N.A.
2023 - 2024 (1 year)
J.P. Morgan Securities
2023 - 2024 (1 year)
FIRST REPUBLIC Securities Company, LLC
2016 - 2023 (7 years)
First Republic Investment Management, inc
2016 - 2023 (7 years)
Merrill
2010 - 2016 (6 years)
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Is not active or affiliated with:
Insurance agent
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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.
Series 63, Series 65
Norwalk, CT
Euclid Harding, LLC
CFP®, CFA®
White Plains, NY
FMD Wealth Advisors LLC
CFA®
Stamford, CT
Tadpole Investments LLC
CFP®, Series 63
White Plains, NY
Financial Planning Associates, LLC
Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
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