G
G&S Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,948,438
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
59
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
HighAverage account size
$134,719
About
The firm serves primarily individual clients, most of whom are below high-net-worth thresholds, and also accepts corporate or business clients; it offers portfolio management and related financial planning services. Portfolio management is provided on a non-discretionary basis and services are tailored through individual consultations to reflect each client’s financial situation and preferences.
The firm follows a conservative, fundamental-analysis investment approach, relying on financial publications, rating services and online filings, and confines allocations to stocks, bonds, mutual funds/ETFs, CDs and government securities. It does not pursue alternative investments, generally avoids frequent trading, and monitors and adjusts portfolios in accordance with agreed strategies while obtaining client approval for transactions.
Distinctively, the firm’s principal maintains an affiliated CPA practice and discloses cross-referrals between accounting and advisory clients, with the CPA practice occupying the majority of the principal’s workweek. The adviser operates as a solo practitioner managing under $9 million across about 59 accounts with nearly all assets managed non-discretionarily, emphasizing advisory relationships rather than discretionary trading.
Client services
Portfolio management
Expertise
Wealth management
Fee options
0.5% to 1.0% annually, negotiable and paid quarterly
Fee-only: Fee-only compensation; no commissions or other sales compensation
Main office location
G&S Wealth Management LLC
475 Railroad Street
Elko NV 89801, United States
Number of offices
1
Most active in
G&S Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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.
Forms ADV
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