Bank / Wealth / Trust

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GPS Wealth Strategies Group

Founded in Denver in 2017, GPS Wealth Strategies Group is a registered investment adviser that integrates venture capital allocations into a broader wealth...

GPS Wealth Strategies Group logo

GPS Wealth Strategies Group

Founded in Denver in 2017, GPS Wealth Strategies Group is a registered investment adviser that integrates venture capital allocations into a broader wealth management practice. The firm serves individuals, institutions, and small businesses with portfolio management, financial planning, and tax advisory services. Its venture capital mandate, while not sized publicly, represents a core component of the firm's investment posture. GPS Wealth Strategies Group deploys capital primarily through direct venture investments, with a generalist sector approach that spans early-stage and growth-stage companies. The firm's core advisory services — portfolio management, financial planning, and tax planning — complement its venture activities. Geographic focus is domestic, centered on the US market, with no publicly disclosed international deployment. Specific portfolio holdings or co-investment partners remain private. The firm is headquartered in Denver and does not publicly disclose team size or additional office locations. Adjacent vehicles — such as philanthropic foundations, real-asset arms, or club memberships — have not been identified in public records. No operational milestones or personnel announcements from the last 24 months are available in published sources, limiting visibility into recent organizational changes. GPS Wealth Strategies Group's structural distinction lies in its hybrid model: a registered investment adviser offering standard wealth management and tax planning while simultaneously acting on a venture capital mandate. This architecture places venture exposure alongside traditional financial planning for a client base that includes both individuals and small businesses, though the absence of public performance data or named investment principals obscures the scope of the venture operation.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Denver

Corporate office

Denver, CO, United States

Sector focus

Venture Capital

Frequently asked questions

Who runs investment decisions at GPS Wealth Strategies Group?

GPS Wealth Strategies Group has not publicly disclosed the names or professional backgrounds of its investment committee or managing principals. Public filings confirm the firm operates as a registered investment adviser, but organizational leadership remains unstated in available records.

How does GPS Wealth Strategies Group source proprietary deal flow?

The firm's venture capital sourcing strategy is not publicly described. As a Denver-based RIA that also advises small businesses and individuals, its deal flow likely draws from local networks and client relationships, but no specific sourcing methodology or investment pipeline has been documented in published sources.

Is GPS Wealth Strategies Group structured as a single family office or a traditional wealth manager?

GPS Wealth Strategies Group is structured as a registered investment adviser, not a single family office. It provides portfolio management, financial planning, and tax planning to external clients including individuals, institutions, and small businesses. Its venture capital activities operate within this RIA framework.

What investment stages does GPS Wealth Strategies Group typically target?

The firm describes its venture capital strategy in generalist terms without specifying a preferred stage. Public records do not differentiate between early-stage, growth-stage, or later-stage venture allocations, leaving the precise stage focus undefined.

Does GPS Wealth Strategies Group participate in fund commitments or only direct deals?

The firm has not publicly disclosed whether its venture capital exposure is achieved through direct investments, fund commitments, or a combination of both. Its website does not specify the investment structures used to build venture portfolios.

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