Great Bay Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,301,133
Clients
19
32% 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
19
LowAverage account size
$1,489,533
About
Great Bay Wealth Management provides discretionary investment management and advisory consultation services to individuals, corporations, charitable organizations, and pension and profit-sharing plans, managing about $29.4 million in client assets on a discretionary basis as of December 31, 2025. Services include personalized portfolio construction across mutual funds, ETFs, fixed income, and one-time or ongoing consultative engagements billed at an hourly rate.
The firm relies primarily on fundamental analysis to build diversified, goal-based asset allocations and typically implements portfolios using mutual funds, exchange-traded funds, and fixed income securities. The brochure also discloses that the adviser may employ more tactical strategies when suitable — including options, margin/borrowing, American Depository Receipts (ADRs), and allocations to bitcoin ETFs — and outlines the attendant risks.
What is distinctive in the disclosures is the documented use of margin and borrowing in client accounts, including separately managed accounts, with procedures for margin applications and explicit margin-risk discussion that many peers do not emphasize. The firm also notes a preferred account minimum of $250,000 (waivable) and a custodial arrangement with a national broker-dealer that handles fee deductions and account statements.
Client services
Portfolio management
Advisory consultations
Expertise
Options & derivatives strategies
Passive / index investing
Fee options
Fixed fee arrangements possible for extensive advisory consultation needs, though not typical
$0 - $249,999: 2.0% $250,000 - $500,000: 1.75% $500,001 - $750,000: 1.5% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.0% $2,500,001 - $5,000,000: .85% $5,000,001+: .75%
$150.00 per hour (minimum 1 hour)
Account minimum: $250,000
Most active in
Great Bay Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia
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 not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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