# Great Wealth Investments

Great Wealth Investments is a Bank / Wealth / Trust based in Boca Raton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Coral Gables, FL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** greatwealthinvest.com
- **LinkedIn:** https://www.linkedin.com/company/great-wealth-investments

## Regulatory record

- **CRD number:** 310135
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310135

## About

Great Wealth Investments was established in 2020 in Coral Gables, Florida, as a registered investment adviser serving the personal and institutional wealth accumulating in South Florida. The firm's founding coincided with an unprecedented migration of high-net-worth families and corporate headquarters to the Miami metropolitan area, creating a natural client base among newly relocated principals seeking local advisory relationships. The firm provides portfolio management and financial planning across public equities, fixed income, and private funds, though its specific asset-class weights and deployment figures remain private. Without disclosed portfolio holdings or co-investment partners, its investment strategy is best understood as a generalist RIA practice calibrated to the conservative-to-moderate risk profiles typical of recently relocated wealth. Team size and total assets under advisement are not publicly disclosed. The firm's Coral Gables address places it within one of the country's densest concentrations of family offices and wealth management firms, an environment that demands either specialist differentiation or deep local relationships to compete. No adjacent philanthropic vehicles, operating businesses, or club affiliations have been publicly identified. No dated operational events from the last 24 months were verifiable from public sources. Great Wealth Investments' structural differentiator is its market timing: launching an RIA in Coral Gables in 2020 was effectively a call option on the South Florida wealth boom. Its regulatory posture as a state-registered adviser, rather than a state-registered national firm, reinforces a localist model that competes on proximity and relationship depth rather than institutional infrastructure or proprietary products.

## Questions

### Who founded Great Wealth Investments?

The firm's founding principals are not publicly identified in available regulatory filings or media coverage. Coral Gables-based RIAs of this vintage often trace to individual advisors who left larger wirehouses or private banks, but no specific individual has been confirmed for Great Wealth Investments.

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- [Great Waters Financial](https://altss.com/profile/great-waters-financial)
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Last updated: 2026-08-11T02:43:31.692Z

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