GTG Wealth Management

Michael Gitlin, the firm's founder and CEO, leads investment and advisory decisions. As a boutique RIA, the firm likely centralizes portfolio construction and client allocation decisions under the principal rather than delegating to a separate investment committee. Gitlin was profiled in Barron's in March 2023 as the firm's top executive, confirming his ongoing leadership role (per Barron's, 2023).

No. The firm does not publish an AUM figure on its website, in regulatory filings that are publicly surfaced, or through financial media. For a boutique RIA of this profile, AUM non-disclosure often reflects a deliberate choice to avoid the asset-gathering marketing cycle and focus on a stable base of legacy clients.

The firm appears to rely on professional referrals and its principal's reputation rather than mass-market marketing or acquisition-driven growth. With no LinkedIn presence captured, no website content publicly scrapable, and minimal media footprint beyond the 2023 Barron's mention, the client acquisition pattern is consistent with a relationship-driven RIA serving a closed or slow-growth book.

Yes. As a registered investment advisory firm, GTG is bound by the Investment Advisers Act of 1940 to act as a fiduciary to its clients, meaning it must place client interests first in all advisory interactions. This is a legal distinction that separates RIAs from broker-dealers operating under the weaker suitability standard.

The firm constructs client portfolios using individual securities, fixed-income instruments, and alternative investments. There is no evidence of proprietary fund products, commingled vehicles, or a house-branded mutual fund family. The firm's approach leans toward customized separately managed accounts rather than packaged products — a structure typical of planning-focused boutique RIAs.