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 63, Series 65, Series 66
Industry experience
25 years
James Wilcox is a financial advisor with GC Wealth Management RIA, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at First Republic Securities Company, First Republic Investment Management, and Goldman, Sachs & Co. GC Wealth Management RIA, LLC provides discretionary investment management and financial planning to a diverse client base that includes high-net-worth individuals, families, trusts, foundations, and institutions. The firm offers tailored portfolio management across liquid and illiquid assets and employs a broad range of investment vehicles, 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
California · Texas · Wyoming
GC Wealth Management RIA, LLC
2023 - Present (3 years)
First Republic Securities Company, LLC
2018 - 2023 (5 years)
First Republic Investment Management, Inc.
2018 - 2023 (5 years)
Goldman, Sachs & Co
2004 - 2018 (14 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
They're affiliated with a bank that may offer its own financial products and services.
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.
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CFP®, Series 63
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Series 65
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Bishop, Jt
Series 63, Series 66
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