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
CFP®, Series 63, Series 66
Industry experience
23 years
James Gersack is a CFP® with 23 years of industry experience and is currently with GC Wealth Management RIA, LLC. His prior roles include positions at Catalytic Wealth Management, First Republic Securities Company, First Republic Investment Management, First Western, and Cetera Investment Services. GC Wealth Management RIA, LLC provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a broad investment approach that incorporates liquid and illiquid assets, pooled vehicles, private funds, and alternatives, often providing full investment discretion under management agreements.
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
Texas · Wyoming
Catalytic Wealth Management
2023 - Present (3 years)
First Republic Securities Company, LLC
2019 - 2023 (4 years)
First Republic Investment Management, Inc.
2019 - 2023 (4 years)
First Western
2014 - 2019 (5 years)
Cetera Investment Services Llc
2006 - 2016 (10 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.
CFA®, Series 63
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