Gregory Wilson
Advisor at GL Trust, Inc.
Updated today
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.
About
Gregory Wilson is a financial advisor with GL Trust, Inc. in Whittier, CA. He holds a Series 65 designation and has seven years of industry experience, including roles at Ortiz World Wealth and David Ortiz Advisors, Inc. GL Trust, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and asset allocation guidance across a range of asset types. The firm uses both discretionary and nondiscretionary managed accounts, employs various investment approaches, and incorporates third-party sub-advisers while maintaining standardized onboarding and ongoing suitability reviews.
Fee options
$1,300 to $3,000 per project
Under $100,000 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$350 - $500 per hour, negotiable
Location
16131 Whittier Blvd, Suite 108
Whittier, CA 90603
Most active in
Gregory W has reported serving >5 clients in these states in the last 12 months.
California
Work history
GL Trust, Inc., DBA: Ortiz World Wealth
2021 - Present (5 years)
Ortiz World Wealth
2018 - 2021 (3 years)
David Ortiz Advisors, Inc.
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Linda A. Walker, CFP
Stephen K
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Kevin H
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Cerritos, CA
Summit Gates Capital
Timothy C
CFA®, Series 63, Series 65
San Dimas, CA
Cheng Wealth Management, LLC
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