# Gould Ruma Financial Advisors

Gould Ruma Financial Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/pete-rukma-cfp

## Regulatory record

- **CRD number:** 119804
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119804

## About

Gould Ruma Financial Advisors is a state-registered investment adviser in Toledo, OH. The firm has 2 employees and 2 investment advisers. It is based in Toledo, OH.

## Questions

### Who runs investment decisions at Gould Ruma?

As a partner-led boutique practice, portfolio management and investment policy decisions are overseen directly by the firm's principals. Day-to-day trade implementation and client-specific allocation decisions follow agreed-upon investment policy statements tailored to each household. The exact titles and names of the investment committee members are not publicly detailed.

### What is Gould Ruma's known posture on co-investments or external GP relationships?

The firm does not publicly operate a platform for co-investments alongside external general partners. Its advisory model focuses on direct portfolio management and financial planning rather than constructing alternative-asset fund-of-funds or syndicated private deals.

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Last updated: 2026-06-03T20:00:00.000Z

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