# GELD Financial Advisors, Inc.

GELD Financial Advisors, Inc. is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** gelfinancialadvisors.com

## Regulatory record

- **CRD number:** 117185
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117185

## About

GELD FINANCIAL ADVISORS, INC. is a state-registered investment adviser in Tewksbury, MA. It has one office and two professionals: one employee and one investment adviser.

## Sectors

- Wealth Management
- Financial Advisory
- Tax Planning
- Estate Planning

## Questions

### Who runs investment decisions at GELD Financial Advisors?

Investment decisions are made by a team of advisors with designations including CFA, CPA, and CFP. Named principals are not publicly listed on the firm's website or filings. The firm operates as a partnership of professionals rather than a single named CIO.

### Does GELD Financial Advisors participate in fund commitments or only direct deals?

The firm advises on direct investments in individually managed accounts, including separate accounts and ETFs, as well as third-party mutual funds and alternative investments for qualified clients. It does not operate its own pooled investment funds for outside capital.

### What investment stages does GELD Financial Advisors typically target?

The firm does not focus on specific investment stages. Its typical clients allocate across public equities, fixed income, and alternatives for growth, income, and capital preservation. No venture-stage or early-stage private investment bias is disclosed.

### Which sectors does GELD Financial Advisors explicitly avoid?

No formal sector avoidance policy is publicly disclosed. The firm focuses on client-specific objectives and risk tolerance, and it constructs portfolios across broad asset classes without stated sector exclusions.

### What is GELD Financial Advisors' known posture on co-investments alongside external GPs?

The firm does not appear to participate in co-investment deals as a direct investor. Its model centers on advisory and separate account management. No public co-investment activity or partnerships with private equity firms are documented in public sources.

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- [Harris Wealth Management](https://altss.com/profile/harris-wealth-management-llc)
- [Sentry Consulting](https://altss.com/profile/sentry-consulting-inc)

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Last updated: 2026-07-06T01:24:17.226Z

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