GC Wealth Management RIA, LLC

GC Wealth Management RIA, LLC provides investment management, financial planning, and family advisory services to a mix of ultra‑high and high‑net‑worth individuals, families, trusts, estates, foundations, endowments and charitable organizations. The firm manages client portfolios across a wide range of traditional and alternative assets and places capital into both affiliated and unaffiliated private funds (including GC Funds) under discretionary investment management agreements.

The firm builds tailored portfolios by combining direct security selection with allocations to Independent Managers and private funds, and it conducts operational and investment due diligence and ongoing monitoring of those managers. GC Wealth’s toolkit includes derivatives and option strategies used in separately managed accounts (for example, put‑writing implemented by Independent Managers), tax‑loss harvesting programs, and a stated use of AI technologies and risk management processes in portfolio construction.

Distinctive features noted in the brochure include a multi‑office advisor platform and a Founders Membership program (currently in a fee‑waived pilot phase) aimed at entrepreneurs and executives as an entry pathway into broader wealth management and family office services. The firm also discloses third‑party promoter and referral arrangements, the payment of referral fees to solicitors, and economic support arrangements with custodians that subsidize certain business and marketing activities — practices it says are governed by disclosure, policies and monitoring.