Advisor at GC Wealth Management RIA, LLC
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Firm
GC Wealth Management RIA, LLC
Location
Jackson, WY 83001
Credentials
Series 63, Series 65
Industry experience
3 years
John Carew Jr. is a financial advisor at GC Wealth Management RIA, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Catalytic Wealth Management, First Republic, and Wells Fargo in various roles since 2013. GC Wealth Management RIA, LLC provides discretionary investment management and financial planning to a diverse client base including high-net-worth individuals, families, foundations, and corporations. The firm offers tailored portfolio management across a broad range of investments and typically operates with 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 Street, Ste 202
Jackson, WY 83001
Wyoming
Catalytic Wealth Management
2023 - Present (3 years)
First Republic
2020 - 2023 (3 years)
Wells Fargo Clearing
2018 - 2020 (2 years)
Wells Fargo Bank, nA
2013 - 2020 (7 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.
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